Position Title

Branch Operations Executive

Department

Operations

Level/ Band

201/ 251 Executive/ Senior Executive

Role Summary: Responsible for Issuance maximization, Operations support, Back-up operations, Drive new process initiatives.

B Organizational Relationships: Efficiently coordinate between the various sub functions of the Operations Team to ensure that the efficiency of the process is the highest

Reports To

Branch Operations Incharge/Manager

Supervises

NA

C Job Dimensions

Geographic Area Covered

Branch office

Stakeholders Internal

Advisors, Agency Managers, Operations-HO, HR, Internal Auditors / Compliance Review team, All Sales Channels

External

TPA’s, Claimants, Claims Investigators, Customers, Channel Partners

D Key Result Areas

Organization processes

Key contribution

Issuance maximisation.

- Ensure new business gets Data Entered at Zone as per SLA.
- Ensure Auto – underwritable case gets issued as per SLA.
- Monitor pending management, resolve collection in co-ordination with Sales.
- Prepare and share MIS on pending and issuance with Sales, Channel, Zone and HO.
- To maintain high issuance target.

Operations support.

- Co-ordinate with Scanning hub for timely scanning of branch new business.
- Manage pending scanning and resolution between Sales, Scanning hub and HO U & I.
- Ensure undelivered document management as per process.
- Manage BREs, POS requests, reopening process, uncollected TRs as per process.
- Manage freelook change and cancellation process.




- Monitor branch for undelivered documents / refund cheques and monitor HNI cases and CRM related activities.
- Answer non-routine queries which are not resolved by the front desk.
- Review DCs under TPA tie-up for quality feedback.
- BPQA Audit
- Project test

Back-up operations

- To get acquainted with CSO, DOPS and Cashiering process so to manage back-up of these functions when reqd..
- To work as back-up of BOI/BOM during absence.
- To get acquainted on administration, facilities, IT and vendor management issues.

Drive new process initiatives

- Undertake process improvements like new business submission, Branch Ops processing, financial transactions, and faster

MIS & Reporting

- Coordinate with Branch and HO for MIS for new business.
- Prepare and analyse various daily reports and forward to the Operations and channel partners
- Undertake feedback and follow-up review for current business.

Ensure adherence to BOE SOP

- Ensure adherence to BOE SOP
- Conduct training for BA and advisors to increase issuance and pending resolution.

Risk

- Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes

E 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

- F Incumbent Characteristics

Essential

Desired

Qualification

Graduate

Experience

2-3 years

📌 Branch Operations Executive @ TATA AIA Life Insurance (Srirangam)
🏢 TATA AIA LIFE INSURANCE
📍 Srirangam