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)





KRA1 Execute financial processes timely with 100% accuracy 1. 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.

KRA10 Execute

Advisor Licensing process & extend Sales Support 1. First time right application processing for New 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 for execution of reward & rec

📌 CSE-Tamluk (India)
🏢 Aditya Birla Sun Life Insurance
📍 India