Associate/Sr.Associate/Teamleader - Branch Ops
Reference ID : Belgaum_Branch Ops
Impact on the Business / Function
• Execution of daily activities pertaining to business
Receiving NB applications.
Customer Contact.
Scrutiny
Processing (basic data entry)
Customer Correspondence for Rejects
Coordination with TPA for medical cases
Scanning of application forms
Receipt generation for NB & Renewals.
Reconciliation
Bounce Cheque handling
Sending physical copies of apps forms to head office (NB team) & PS requests to PS team
Maintenance of inward & outward documents & registers Maintenance of Trackers
Requirement Follow up
Processing of Decentralized policy servicing requests at hub.
Incident reporting to RCU
Adequate support to persistency team .
Sending Physical copies for complaintsletters to CRU team
• COMPLIANCE:
• To accept business as per compliance
• Adherence to IRDA regulation, statutory compliance & internal guidelines
• MIS & REPORTS:
• Provide day end Login / Rejected business reports and other required MIS as per process.
• Provide NB MIS & Reports to the JV sales.
• Provide Renewal, Policy Servicing MIS to JV sales.
• Maintain updated MIS as per process
Customers / Stakeholders
• Initiate and implement initiatives for enhancement of customer service and process.
• Customer query / requests handling at counter
• Provide adequate support within framework to all internal customers.
• RELATIONSHIP MANAGEMENT:
• Develop & maintain a solid relationship with Partner Banks, their staff, SPs. and sales force of the JV
Leadership & Teamwork
• Support and coordinate with team members for smooth functioning and better results.
• Evaluate self performance with support of Managers.
• Weekly review and planning with the team
Operational Effectiveness & Control
• PROCESS CONTROL:
• To perform all activities as per standard operating procedures.
• To operate well withing the defined TATs.
• To maintain p