A. Position Overview Position Title Executive/Senior Executive Department Zone Operations Level/ Band Executive/Sr. Executives B. Role Summary (Please specify the few lines one the overall role expectation and delivery) Daily MIS supporting to the Branch for driving: o Issuance o S2S o Prospect analysis o Coordination with AOH-TOH on a regular basis for various MIS and other requirement if any required . o Coordination with other HO stakeholders for various MIS/Reports etc. o Collating of issuance related feedbacks on a regular basis from the stakeholders. o Preparing monthly dashboards/ o Preparing presentation as and when required for review purpose C. Organizational Relationships Reports to Senior Manager

Supervises

Nil

D. Job Dimensions

Geographic Area Covered Pan India Stakeholders Internal All Ops, HR, IT etc External Vendors E. Key Result Areas ( In Bullet points ) o S2S Drive : Support the Branch team with daily S2S updates o Support the Branch with Opportunity analysis from walk in/Outcall o Issuance Drive : Track daily BOD pending details and share the same with all stakeholders o Collate the feedback of resolve commitments o Share the EOD updates on NB Pending cases o Branch Mapping Head count:



share the mapping details with allied dept on a monthly basis or as and when there is a change o Outcall data upload in Ubona every month post coordinating with HO S2S team. o Prepare monthly /YTD dashboards o Surrender Retention: Provide assistance to Branches in coordination with HO BCT team if any requirement o Any other MISC MIS requirement as required by Sr. Management F. Competencies ( Please add relevant competencies . Competencies to be filled as per the Competency dictionary only) Process Orientation 2 Customer Consumer Engagement And Experience in a Hybrid World 2 Effective Communication 3 People Management 2 Attention To Details Solution Orientation 1 Change Management 1

o

G Skills Required

Technical Behavioral Essential Desired Interpersonal skills Communication skills

Creative thinking skills

Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills

Decision making skills

H Incumbent Characteristics Essential Desired Qualification Graduation Experience 2-3 Years in the area of MIS management <

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📌 Branch Operations Executive (Khanna)
🏢 TATA AIA LIFE INSURANCE
📍 Khanna