Key Result Areas
Supporting Actions

Carry out the receipting process accurately of fresh applications and renewal premium within timelines as per the set process.
- Check applications/policies for payment.
- Issue receipts for fresh application and renewal premium for individual, group and rural business.
- Send original applications & related documents to H.O. /other designated agencies.
- Follow the receipt cancellation process as & when required.

Carry out the banking and reconciliation process of policy cash/Cheque/DD as per guidelines.
- Generate report for cash and cheque collection from system and reconciliation with physical instrument
- Make accurate payment entry & system updation towards cash collections as and when cash premium is received.
- Deposit cash and cheques with authorized bank and file deposit slip.
- Co-ordinate with collection bank for any follow ups.
- Solve reconciliation queries from HO
- Inform H.O.-Banking team, if entire cash or cheque is not picked by bank/collection.

Handle petty cash and third party (vendor)



and employee reimbursement as per guidelines.
- Check vendor’s bill and process payment of vendors.
- Handover cheques to vendor on time
- Send petty cash requisition request to H.O.
- Keep petty cash within the specified limit.
- Maintain petty cash register
- Send EERS and TERS payment vouchers to H.O.
- Perform petty cash and vendor’s ledger reconciliation.

Handle the Advisor’s servicing in coordination with Distribution Management team as per guidelines.
- Hand-over commission cheque to AM/advisor
- Resolve commission queries of advisor in coordination with Distribution Management team as & when needed.
- Co-ordinate with Distribution Management team & commission team at H.O. for any discrepancy.
- Ensure timely receipts and hand-over of TDS certificate to advisors and dispatch the same to concerned team at HO

Handle the Current Business log in at the branch as per the New Business and Underwriting guidelines to ensure high

📌 Branch Service Manager (Maharashtra)
🏢 Aditya Birla Capital
📍 Maharashtra