Job Description

Role description Document A Position Overview Position Title Branch Operations Executive Department Operations Level/ Band 201/ 251 - Executive/ Senior Executive Role Summary: Responsible for Issuance maximization, Operations support, Back-up operations, Drive new process initiatives. B Organizational Relationships: Efficiently coordinate between the various sub functions of the Operations Team to ensure that the efficiency of the process is the highest Reports To Branch Operations Incharge/Manager Supervises NA C Job Dimensions Geographic Area Covered Branch office Stakeholders Internal Advisors, Agency Managers, Operations-HO, HR, Internal Auditors / Compliance Review team, All Sales Channels External TPA\'s, Claimants, Claims Investigators, Customers, Channel Partners D Key Result Areas Organization processes Key contribution Issuance maximisation. .Ensure new business gets Data Entered at Zone as per SLA. .Ensure Auto - underwritable case gets issued as per SLA. .Monitor pending management, resolve collection in co-ordination with Sales. .Prepare and share MIS on pending and issuance with Sales, Channel, Zone and HO. .To maintain high issuance target. Operations support. .Co-ordinate with Scanning hub for timely scanning of branch new business. .Manage pending scanning and resolution between Sales, Scanning hub and HO U & I. .Ensure undelivered document management as per process. .Manage BREs, POS requests, reopening process, uncollected TRs as per process. .Manage freelook change and cancellation process. .Monitor branch for undelivered documents / refund cheques and monitor HNI cases and CRM related activities. .Answer non-routine queries which are not resolved by the front desk. .Review DCs under TPA tie-up for quality feedback. .BPQA Audit .Project test Back-up operations .To get acquainted with CSO, DOPS and Cashiering process so to manage back-up of these functions when reqd.. .To work as back-up of BOI/BOM during absence. .To get acquainted on administration, facilities, IT and vendor management issues. Drive new process initiatives .Undertake process improvements like new business submission, Branch Ops processing, financial transactions, and faster MIS & Reporting .Coordinate with Branch and HO for MIS for new business. .Prepare and analyse various daily reports and forward to the Operations and channel partners .Undertake feedback and follow-up review for new business. Ensure adherence to BOE SOP .Ensure adherence to BOE SOP .Conduct training for BA and advisors to increase issuance and pending resolution. Risk .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 Graduate Experience 2-3 years

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