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.
- Protected custody of both sets of Safe and cash box Keys and one set of office keys.
- Timely reconciliation of assets of the branch.
- Ensure genuineness of petty cash spends, timely raising and recording.

Provide commercial support
- Identify local vendors and facilitate their registration as per procurement guidelines.
- Procurement of vendor bills, establishing genuineness and timely payment as per agreement.
- Encourage NEFT registrations of vendors.
- Support lease agreement registration and renewal pr

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