Job Description

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 Re

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