Branch Operations Executive
- Tata AIA Life
- 2 - 3 years
- Kolkata
- 9 months ago
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Job Description
- Adhere to cash counter timings
- Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management
- Petty Cash Management
- Support Distribution channels in policy issuance
- Service walk-in customer and attend to their service requirements
- Service to Sales - Generate NB opportunity from walk-in customers and assigned outcall campaigns
- Customer retention
Organizational Relationships
Reports To
- Manager / Senior Manager - Field Operations
Job Dimensions
Geographic Area Covered
- Specified Branch
Stakeholders Internal
- Sales force (all channels), Finance & Accounts, Branch operations
Stakeholders External
- No external interaction to be done excepting agents and BAs
Key Result Areas
Organization process
Key contributions
Adhere to cash counter timings
- Adhere to cash counter timings as mentioned in the SOPs.
- Control the entry/exit into the cashier room through entry into registers
Cash & Cheque Collections policy premium , Reporting , Lodgments and reconciliation, Bounced Cheque management
- Accept payment towards premium or agent fees and subsequent lodgment of the same on the next day.
- Perform EOD checks for collections in accordance with SOP.
- TR Stationary Management.
- Safe Key Management
Petty Cash Management
- Recording of Petty cash, subjected to approved items mentioned on the lists as per the SOP.
- Accounting for the same as per the SOP formats
Agent Commission Cheques handover
- Agent commission cheques distribution and management in line with SOP norms.
Agent License handling
- Agent licenses distribution and management in line with SOP
- norms
Job Classification
Industry: InsuranceFunctional Area / Department: Finance & AccountingRole Category: Accounting & TaxationRole: Accountant / Accounts ExecutiveEmployement Type: Walk-insContact Details:
Company: Tata AIA LifeLocation(s): Kolkata+ View Contact
Keyskills: Training Senior Executive Accounting Branch operations Reconciliation Manager Technology Management Branch Operation Executive Room Salesforce
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