Job Purpose
Responsible for day to day operational, financial, commercial & administrative activities of the branch. Ensuring 100% compliance to regulatory and organizational guidelines.
Job Context & Major Challenges
Job Context: Responsible for day to day operational, financial, commercial & administrative activities of the branch. Ensuring 100% compliance to regulatory and organizational guidelines.
Job Challenges: • 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 behaviour effectively in order to ensure compliance to internal and external guidelines
Key Result Areas
KRA (Accountabilities)
(Max 1325 Characters)Supporting Actions (Max 1325 Characters)KRA1Execute financial processes timely with 100% accuracy1. 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 Secure 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.KRA10Execute
Advisor Licensing process & extend Sales Support1. First time right application processing for Recent advisor and license renewal
Support BM on Recruitment plan is executed properly and the candidates are nominated for Pre Licensed training
Prepare & distribute sales management MIS including data maintenance from Receipt Writer and Sales Portal to the concerned.
Coordinating fo