Branch Operations Executive

2 weeks ago


Hyderabad, Telangana, India Wego Consultants Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Role & responsibilities

  • To manage renewals by liaising and collaborating with stakeholders across all levels.
  • To Connect with the allotted customers through Voice calls/SMSs/ E-mails/Whatsapp/Field visits/etc for renewals.
  • To engage with the Orphan policyholders for renewals, provide service and refer to the concerned Sales teams for upselling (Service to Sales).
  • To ensure smooth login of NB Cases, Resolving Discrepancies with Sales Teams
  • To ensure daily receipt reconciliation & Banking.
  • To Manage Branch Activities as per documented branch Processes, ensure Compliances.
  • To facilitate customer servicing including claims. To ensure First Time Right (FTR) in all policy requests.
  • To ensure Branch infrastructure facilities timely maintenance and to fix infrastructure discrepancies if any
  • To identify, analyze, evaluate and mitigate the risk for Branch Ops Processes

80% Field job meeting customers for renewals.



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