Job Purpose: Write the purpose for which the job exists (in 2-3 lines)
The purpose of this job is ensure achievement of business targets and enhancement of profitability of the assigned branch by providing effective leadership, planning resources, monitoring people performance & market changes & ensuring timely operations support to ensure smooth functioning.
It also includes distribution building, retail development and recruitment of FLS and Advisors

2) Dimensions: Mention quantitative or qualitative parameters that are relevant for the job and provide a better understanding of the scope and scale of the job.
New business - Accuracy

Particulars
FY 18
FY 19
FY20

Accuracy
More than 95%
More than 97%
More than 98%
Current business - TAT

Particulars
FY 18
FY 19
FY20

TAT
As per defined TAT
As per defined TAT
As per defined TAT
ARF accuracy

Particulars
FY 18
FY 19
FY20

Accuracy
More than 95%
More than 97%
More than 98%
Open case management
Particulars
FY 18
FY 19
FY20

Coordination with Sales and head office
PPMC/Counter offer/Discrepancy




PPMC/Counter offer/Discrepancy
PPMC/Counter offer/Discrepancy
Customer service

Particulars
FY 18
FY 19
FY20

Customer service
100% satisfactory VOC
100% satisfactory VOC
100% satisfactory VOC
Collection and Banking
Particulars
FY 18
FY 19
FY20

TAT
As per defined TAT.
As per defined TAT.
As per defined TAT.
Regulatory Compliance
100% Compliant

3) Job Context & Major Challenges: Write the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department/Section
About the Health Insurance Industry –

While the current market sees more than 15 non-life players in the private space and 5 exclusive private players in the health insurance space trying to capture a sizable market share, the nationalized service provider (6) remains a strong competitor. In addition to this the business dynamics are such that the overall market on an annual basis which is t

📌 Customer Service Executive (Margao)
🏢 Financial services
📍 Margao