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Branch Operations Executive

Branch Operations Executive

Tata AIA Life Insurancekolkata, India
3 days ago
Job description

JoinTataAIALifeInsurance,aleadingandfastest-growinglifeinsuranceproviderinIndia,establishedin2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity,andexcellence,combiningTata'sesteemedleadershipwithAIA'sextensivepan-Asianexpertise.At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.

Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, "People - Our Core," emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire anddevelop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse,equitable,andinclusiveworkenvironment,

whereeachemployeeisvaluedasanindividualandtreatedwithrespect,care,andcompassion.

Fuel your future with us, find your wings, and . – Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

A. PositionOverview

PositionTitle

BranchOperationsExecutive

Department

Operations

Level / Band

Executive-201

Role Summary :

  • Adheretocashcounter timings
  • Cash&ChequeCollectionspolicypremium,Reporting,Lodgmentsandreconciliation,Bounced Cheque management
  • PettyCashManagement
  • SupportDistributionchannelsinpolicyissuance
  • Servicewalk-incustomerandattendtotheirservicerequirements
  • ServicetoSales–GenerateNBopportunityfromwalk-incustomersandassignedoutcallcampaigns
  • Customerretention

B. OrganizationalRelationships

ReportsTo

Manager / SeniorManager–Field Operations

Supervises

None

JobDimensions

GeographicAreaCovered

SpecifiedBranch

StakeholdersInternal

Salesforce(allchannels),Finance&Accounts,Branchoperations

StakeholdersExternal

NoexternalinteractiontobedoneexceptingagentsandBAs

C. KeyResultAreas

Organizationprocess

Key contributions

Adheretocashcounter timings

  • AdheretocashcountertimingsasmentionedintheSOPs.
  • Controltheentry / exitintothecashierroomthroughentryinto registers
  • Cash & Cheque Collections policypremium,Reporting, Lodgments and reconciliation, Bounced Cheque management

  • Acceptpaymenttowardspremiumoragentfeesandsubsequent lodgment of the same on the next day.
  • PerformEODchecksforcollectionsinaccordancewithSOP.
  • TRStationaryManagement.
  • SafeKeyManagement
  • PettyCash Management

  • RecordingofPettycash,subjectedtoapproveditemsmentioned on the lists as per the SOP.
  • AccountingforthesameaspertheSOP formats
  • AgentCommissionCheques handover

  • Agentcommissionchequesdistributionandmanagementinline with SOP norms.
  • AgentLicensehandling

  • AgentlicensesdistributionandmanagementinlinewithSOP
  • norms

    CustomerService

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    Operation Executive • kolkata, India

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