Zonal Operations
Reporting To
(Title)
Team Manager Operations & Finance
Superior’s Superior
(Title)
Zonal Manager Operations and Finance
Unit
Birla Sun Life Insurance Company Ltd
Location
Zone
Business
Life Insurance
Date
July 2012
1) Job Purpose
Responsible for day to day operational, financial, commercial & administrative activities of the branch. Ensuring 100% compliance to regulatory and organizational guidelines.
2) Dimensions
What are the areas (in quantitative terms) the job has an impact on?
Dimension
Remarks
1.
Input Accuracy Target
90%
Inclusive of Medical and Non Medical cases
2.
Petty Cash
15-25 (thousand)
Monthly
3) Job Context & Major Challenges
(What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone?
Key Challenges for the role:
- Consistent delivery of 100% accuracy across wide range of activities amid rapidly changing processes, diverse organizational guidelines ,
adaptation to regular extended working hours, seasonal & un predictable spike in volumes with limited or no system validations.
- Maintaining confidentiality of information and documentation despite lack of infrastructure and support
- Operating multiple systems (in excess of 15) despite server band width and connectivity issues
- Handling Sales behavior effectively in order to ensure compliance to internal and external guidelines
Accountability
Supporting Actions
4) Principal Accountabilities
Execute financial processes timely with 100% accuracy
- Execute the receipting, banking and reconciliation processes accurately for policy cash/Cheque/DD within timelines as per the set process.
- Detection of Fake note to avoid operational loss
- Cheque Dishonour Management.
- Safe custody of both sets of Secure and cash box Keys and one set of office keys.
- Timely reconciliation of assets of the branch.
- Ensure genuineness of petty cash spends,