Role description A.Position Overview Position Title Executive/Senior Executive Department Zone Operations Level/ Band Executive/Sr. Executives B.Role Summary (Please specify the few lines one the overall role expectation and delivery) Daily MIS supporting to the Branch for driving: oIssuance oS2S oOpportunity analysis oCoordination with AOH-TOH on a regular basis for various MIS and other requirement if any required . oCoordination with other HO stakeholders for various MIS/Reports etc. oCollating of issuance related feedbacks on a regular basis from the stakeholders. oPreparing monthly dashboards/ oPreparing presentation as and when required for review purpose C.Organizational Relationships Reports to Senior Manager Supervises Nil D.Job Dimensions Geographic Area Covered Pan India Stakeholders Internal All Ops, HR,IT etc External Vendors E.Key Result Areas ( In Bullet points ) oS2S Drive : Support the Branch team with daily S2S updates oSupport the Branch with Prospect analysis from walk in/Outcall oIssuance Drive : Track daily BOD pending details and share the same with all stakeholders oCollate the feedback of resolve commitments oShare the EOD updates on NB Pending cases oBranch Mapping & Head count:



share the mapping details with allied dept on a monthly basis or as and when there is a change oOutcall data upload in Ubona every month post coordinating with HO S2S team. oPrepare monthly /YTD dashboards oSurrender Retention: Provide assistance to Branches in coordination with HO BCT team if any requirement oAny other MISC MIS requirement as required by Sr.Management F.Competencies (Please add relevant competencies .

Competencies to be filled as per the Competency dictionary only) .Process Orientation 2 .Customer & Consumer Engagement And Experience in a Hybrid World 2 .Effective Communication 3 .People Management 2 .Attention To Details & Solution Orientation 1 .Change Management 1 o G 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 . H Incumbent Characteristics Essential Desired Qualification Graduation Experience 2-3 Years in the area of MIS management

📌 Branch Operations Executive (India)
🏢 Tata AIA Life
📍 India