Branch Operations Executive

3 days ago

Mumbai City District, India f9d897cb-f4cc-4133-9033-bfd1669bf025 Full time ₹ 12,00,000 - ₹ 24,00,000 per year

A

Position Overview

Branch Operations Executive

Operations

201/251-Executive/Senior Executive

Position Title

Department

Level/ Band

Role Summary:

•

•

Adhere to cash counter timings

Cash & Cheque Collections policy premium , Reporting , Lodgments and reconciliation, Bounced Cheque

management

•

Petty Cash Management

B

C

Organizational Relationships

Senior Manager Distribution Operations

None

Reports To

Supervises

Job Dimensions

Specified Branch

New business submissions, premium collection

Geographic Area Covered

Stakeholders

Sales force (all channels)

activities.

Reconciliation, allocation of funds

Fund related clarifications, Bounced Cheque

information.

Internal

Finance & Accounts

Branch operations

No external interaction to be done excepting

agents and BAs

External

D

Key Result Areas

Organization process

Key contributions

Adhere to cash counter timings

•

•

Adhere to cash counter timings as mentioned in the SOPs.

Control the entry/exit into the cashier room through entry into registers

Cash & Cheque Collections

policy premium , Reporting ,

Lodgments and reconciliation,

Bounced Cheque management

•

Accept payment towards premium or agent fees and subsequent

lodgement of the same on the next day.

•

•

•

Perform EOD checks for collections in accordance with SOP.

TR Stationary Management.

Safe Key Management

Petty Cash Management

•

•

Recording of Petty cash, subjected to approved items mentioned on the

lists as per the SOP.

Accounting for the same as per the SOP formats

Agent Commission Cheques

handover

•

Agent commission cheques distribution and management in line with SOP

norms.

Agent License handling

Risk

•

•

Agent licenses distribution and management in line with SOP norms

Participate in risk mitigation plans, contingency planning, business

continuity programs by executing and reporting within defined timelines.

Highlight and recommend process gaps, flaws and process changes.

E

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

•

•

•

F

Incumbent Characteristics

Essential

Desired

Qualification

Experience

Graduate

2-3 years

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