Branch Operations Executive

jobDescription

Operational Matrix - Service Delivery & Productivity:

• Ensure process are followed as per rolled out SOP.

• Discrepancy Management across LOBs

• TAT adherence for inward and policy issuance

• Ensure Productivity (capacity utilization) to be 100 PERCENT

• Quality control

Audit, Compliance & Controllership:

• Satisfactory Audit score for the branch.

• Banking Control and Reconciliation closure

• Petty Cash management

• Process billing for local vendors

• Cover Note Management

• AML guidelines are adhered to

• All the compliance and audit registers are maintained as per process

• Thirty Party cheque process to be followed as per SOP

Customer Centricity:

• Effective resolution of customer queries received by the branch

• Pre-Inspection

Ease of doing business:

• Own the branch Sales support and effective coordination with the central team. To be responsible for all the branch activities

• Through Understanding of the Products, Processes and Systems.

Ensure process changes are effectively shared and discussed with other stakeholders in the branch

• IMD connect/visit

• Timely Archival

Project and Initiatives:

• Cross sell / Upsell - To take the initiative help to add the bottom line as well top line too through walk-in customer, known sources.

• Renewal Management - Ensure the Ops code renewal retention

• IMD / Sales team Training - Organize training on regular intervals for our process and system updates and UW guidelines

• Initiatives closure - Need to identify the process / system improvement and deliver through the i Think platform till closure

• Capacity Utilization - Effectively manage the ops resources and organize the load sharing management.

• UAT Feedback - Timely deliver the UAT feedbacks.