Designation: Location: India Maharashtra Chembur, Mumbai

Organization: Financial Services 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
- A. Execute financial processes timely with 100% accuracy- B. Provide commercial support
- A. 1. Execute the receipting, banking and reconciliation processes accurately for policy cash/Cheque/DD within timelines as per the set process.- 2. Detection of Fake note to avoid operational loss- 3. Cheque Dishonour Management.- 4. Safe custody of both sets of Safe and cash box Keys and one set of office keys.- 5. Timely reconciliation of assets of the branch.- 6. Ensure genuineness of petty cash spends, timely raising and recording.- B. 1. Identify local vendors and facilitate their registration as per procurement guidelines.- 2.



Procurement of vendor bills, establishing genuineness and timely payment as per agreement.- 3. Encourage NEFT registrations of vendors.- 4. Support lease agreement registration and renewal process.- 5. New branch set up
- coordination with various functions like IT/Infra/banking/ZOPS/DSF for smooth functions of branch.
- KRA10
- Execute- Advisor Licensing process & extend Sales Support
- 1. Coordinate for advisor / FLS Reward and Recognitions and for domestic & overseas sales conference with HO- 13. Contact updation in BSLI online of Advisors and FLS- 14. Contactability enhancement at NB stage,post welcome call followed by CRT.- 15. Preparation of Various MIS related to BSLI Way and updation of Various Dash Boards.- 16. Coordination with various institutes, approved by Training Head, for the training of current Insurance Applicant.-

- 1. Coordination with RHR for offer letter generation for FLS- 19. Arrangement of Various training programmes in Branches coordinating with Training manager and BM/BH.- 20. Downloading various process to Sales team during morning huddle (BSLI Way).- 21. Ensure timely opening and closing of office premises

- KRA2
- Extend Legal, Compliance and Taxation support
- 1. Timely remittance of professional and work contract tax.- 2. Represent company on behalf of compliance/HO for hearing matters in labour/consumer court.- 3.



Timely updates to HO on receipt of any notice from Tax authorities/labour offices/employment exchange/Local municipal offices.- 4. Ensure statutory displays at branches.- 5. Ensure 100% compliance of AML guidelines, identification and reporting of suspicious & fraudulent operational and financial transactions.- 6. Adherence to BCP guidelines.

- KRA3
- Handle Advisor commission process
- 1. Timely Updation & handover of Commission chq to Advisors.- 2. Encourage NEFT with advisors and FLS.- 3. Resolve commission related queries of advisor.- 4. Ensure timely receipts and hand-over of TDS certificate to advisors.

- KRA4
- Provide HR/IT/Admin support
- 1. Manage joining and exit formalities for concerned employees at the branch, including full and final settlement process.- 2. Log calls in case of downtime/pursue with Corporate IT.- 3. Monitor and ensure housekeeping, security and dispatch services are rendered in an uninterrupted and cost effective manner.- 4. Handle physical resource booking like meeting rooms, projectors, etc.

- KRA5
- Execute Underwriting and New Business processes-
- 1. Collaborate with head office process owners/vendors to facilitate faster issuance.- 4. Ensure timely and accurate updation and delivery of policy documents/refund cheques in adherence to set standards.

- KRA6
- Provide prompt, accurate and courteous Customer Service
- 1. Ensure 1st contact resolution at the branch for all internal & external customers’ & track requests through prescribed systems ensuring 100% accuracy and timely closure.- 2. Scrutinise claims documentation as per set guidelines and coordination with sales force and claimant for speedy fulfilment of claim requirements.- 3. Ensure 100% accurate and timely scrutiny & processing of reinstatement, fund

📌 Customer Service Executive-chembur (Maharashtra)
🏢 Aditya Birla Group
📍 Maharashtra