Branch Operations Executive Operations

Role description Position Title: Branch Operations Executive Department : Operations Level/ Band : 201/ 251 – Executive/ Senior Executive Role Summary: Responsible for 1. Operations support to stakeholders 2. New Business Management 3. Cash Management 4. Distribution Operations Management 5. Customer Service Management 6. Branch Management (Facilities and HR) 7. Drive new process initiatives. Reports To : Area Operations HeadQualification : GraduateExperience: 2-3 years Job DimensionsJGeographic Area Covered:Branch officeJStakeholders Internal:Advisors, Agency Managers, Operations-HO, HR, Internal Auditors /Compliance Review team, All Sales Channels Key Result Areas: • Support to stakeholders for query resolutions • Training on new process and initiative• Processing of offline new business cases if received• Monitor pending management, resolve collection in co-ordination with Sales.• Calling to Advisors / Leaders and Sales Manager for pending resolution.• Customer calling to be done for high ageing cases.• Prepare and share MIS on pending and issuance with Sales, Channel, Zone and HO SPOC• To achieve issuance target on Term and Non Term Cash Management: • Premium receipting• BOD and EOD activities• Lodgment of cash and cheques for previous day collection• Bounce cheque management• Monthly reporting DOPS Management: • Life Cycle Management of new Agent Application processing• Life Cycle management of Leader Application processing• Exam, Training management• Resignation, Reinstatement• MIS reporting Customer Service Management: • Ensure undelivered document management as per process.• Manage POS requests, reopening process, uncollected TRs as per process.• Answer non-routine queries which are not resolved by the front desk.• Service Request Processing Drive new process initiatives: • Undertake process improvements like new business submission, Branch Ops processing MIS & Reporting: • Coordinate with Branch stakeholder and AOH for various MIS.• Prepare and analyze various daily reports and forward to the Operations and channel partners • Undertake feedback and follow-up review for new business.• Ensure adherence to Branch Ops SOP• Ensure adherence to Branch Ops SOP 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• Audit at Branch