Branch Operations Executive

Role Summary:

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

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 Customer Service • Attend to walk-in customer queries and requests and process the same • Maintain high Branch NPS scores NB Issuance • Follow-up and assist distribution channel on policy issuance Service to Sales • Do upsell / Cross sell with the help of distribution channel and tap Neew Business opportunity in walk-in customers UW • Support Core UW team by doing the primary Underwriting and achieve daily productivity target 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.

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