Responsible for day to day operational, financial, commercial & administrative activities of the branch. Ensuring 100% compliance to regulatory and organizational guidelines.

Dimensions

What are the areas (in quantitative terms) the job has an impact on?

Dimension

Remarks

Input Accuracy Target

90%

Inclusive of Medical and Non Medical cases

Petty Cash

15-25 (thousand)

Monthly

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
Principal Accountabilities

Accountability

Supporting Actions

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.
Safe custody of both sets of Protected 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 process.
New branch set up- coordi

📌 Customer Service Executive (India)
🏢 Aditya Birla Sun Life Insurance
📍 India