Cluster Manager/ Assistant Manager -Vashi- Branch Manager

1.

(Accountabilities associated with the job)

STAKE HOLDER MANAGEMENT

• Act as a Single Point Of Contact for New Bank and New sales team.
• Will have to support all the branches in the assigned circles.
• Ensuring MIS and dashboards are published and shared with the required teams/ stakeholders
• Train and develop the bank & Sales employees in terms of processes, function, quality standards product and system.

ONE POINT CONTACT

• Responsible for liasioning with other support units at HO (such as Finance, Administration, NB, Renewals, Claims, IT) to ensure that all operational issues are resolved
• With Axis Bank targeting 1500 cr in the current financial year, will need to support on all functions.
• Following up with underwriters till conversion of the policy
• Co-ordinating with client for the pending documents and arranging medicals if required. Follow up with internal teams for the issuance till dispatch of policy documents.

CUSTOMER SERVICE & COMPLIANCE

• Help resolve all customer complaints pertaining to the hub including follow up with the bank and distribution team for the same.
• Ensuring 100% compliance in all established processes and procedures
• Initially will be working as Customer Service Representative to close all service transactions for the cluster.

PERSISTENCY

• Maintaining Persistency of the branch by following up with Sales.
• Preparing MIS for bank and internal sales team
• Persistency to be maintained at 85% across the circles AUDIT AND PROCESS IMPROVEMENT
• Conduct internal process reviews to identify service gaps and took corrective measures to ensure excellence and compliance to guidelines.
• Handle audits and closure of audit queries including statutory audits, process audits as well as audits on department and customer's processes