Job Description
Role description
Document
APosition 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 varioussub functions of the Operations Team to ensure that the efficiency of the process is the highest
Reports To
Branch OperationsIncharge / Manager
Supervises
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
Issuancemaximisation.
- 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.
- Managefreelook change and cancellation process.
- Monitor branch for undelivered documents / refundcheques 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 whenreqd..
- To work as back-up of BOI / BOM during absence.
- To get acquainted on administration, facilities, IT and vendor managementissues.
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 andanalyse 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
1 day ago
Document
APosition 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 varioussub functions of the Operations Team to ensure that the efficiency of the process is the highest
Reports To
Branch OperationsIncharge / Manager
Supervises
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
Issuancemaximisation.
- 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.
- Managefreelook change and cancellation process.
- Monitor branch for undelivered documents / refundcheques 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 whenreqd..
- To work as back-up of BOI / BOM during absence.
- To get acquainted on administration, facilities, IT and vendor managementissues.
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 andanalyse 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
1 day ago
💡 Quick Summary
Seeking a career-building opportunity? The Branch Operations Executive | |W241 position is now open for candidates interested in the Operations Executive Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.
