Branch Operations Executive

9 hours ago

Kolkata, India Tata AIA Life Full time

**Position Title
Executive/Senior Executive

**Department
Zone Operations

**Level/ Band
Executive/Sr. Executives

B. **Role Summary **(Please specify the few lines one the overall role expectation and delivery)
Daily MIS supporting to the Branch for driving:
o Issuance

o S2S

o Opportunity analysis

o Coordination with AOH-TOH on a regular basis for various MIS and other requirement if any required.

o Coordination with other HO stakeholders for various MIS/Reports etc.

o Collating of issuance related feedbacks on a regular basis from the stakeholders.

o Preparing monthly dashboards/

o Preparing presentation as and when required for review purpose

**C. **Organizational Relationships**

**Reports to
**Senior Manager
**Supervises
**Nil
**D. **Job Dimensions**

**Geographic Area Covered
Pan India

**Stakeholders Internal
All Ops, HR,IT etc

**External
Vendors

**E. **Key Result Areas **( In Bullet points )**
- o S2S Drive : Support the Branch team with daily S2S updates- o Support the Branch with Opportunity analysis from walk in/Outcall- o Issuance Drive : Track daily BOD pending details and share the same with all stakeholders- o Collate the feedback of resolve commitments- o Share the EOD updates on NB Pending cases- o Branch Mapping & Head count: share the mapping details with allied dept on a monthly basis or as and when there is a change- o Outcall data upload in Ubona every month post coordinating with HO S2S team.- o Prepare monthly /YTD dashboards- o Surrender Retention: Provide assistance to Branches in coordination with HO BCT team if any requirement- o Any other MISC MIS requirement as required by Sr.Management**F. **Competencies ( **Please add relevant competencies. Competencies to be filled as per the Competency dictionary only)
- Process Orientation 2
- Customer & Consumer Engagement And Experience in a Hybrid World 2
- Effective Communication 3
- People Management 2
- Attention To Details & Solution Orientation 1
- Change Management 1

o

**G Skills Required**

**Technical
**Behavioral *
**Essential
**Desired
**Interpersonal skills
**Communication skills
**Creative thinking skills
**Supervising/Leadership skills
**Teamwork Skills
**Influencing skills
**Relationship Building skills
**Decision making skills
**H Incumbent Characteristics
**Essential
**Desired
**Qualification
Graduation

**Experience
2-3 Years in the area of MIS management

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