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Tata AIA Life Insurance
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Branch Operations Executive

Branch Operations Executive

Tata AIA Life Insurance

2 - 3 years

4 - 5 Lacs

Kamptee

Posted:1 day ago| Platform:

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Skills Required

Training Senior Executive Accounting Branch operations Reconciliation Manager Technology Management Branch Operation Executive Room Salesforce

Work Mode

Work from Office

Job Type

Full Time

Job Description

- Adhere to cash counter timings - Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management - Petty Cash Management - Support Distribution channels in policy issuance - Service walk-in customer and attend to their service requirements - Service to Sales - Generate NB opportunity from walk-in customers and assigned outcall campaigns - Customer retention Organizational Relationships Reports To Manager / Senior Manager - Field Operations Job Dimensions Geographic Area Covered Specified Branch Stakeholders Internal Sales force (all channels), Finance & Accounts, Branch operations Stakeholders External No external interaction to be done excepting agents and BAs 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 lodgment 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 Agent licenses distribution and management in line with SOP norms

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Tata AIA Life Insurance

www.tataaia.com

Insurance

Ahmedabad

1001-5000 Employees

249 Jobs

Key People

Koshy Koshy

MD & CEO
Sanjay Sinha

CFO
Bhaskar Sinha

Chief Distribution Officer

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