Branch Operations Executive

Operational Matrix - Service Delivery & Productivity:

• Ensure process are followed as per rolled out SOP.
• Discrepancy Management across LOBs
• TAT adherence for inward and policy issuance
• Ensure Productivity (capacity utilization) to be 100 PERCENT
• Quality control

Audit, Compliance & Controllership:

• Satisfactory Audit score for the branch.
• Banking Control and Reconciliation closure
• Petty Cash management
• Process billing for local vendors
• Cover Note Management
• AML guidelines are adhered to
• All the compliance and audit registers are maintained as per process
• Thirty Party cheque process to be followed as per SOP

Customer Centricity:

• Effective resolution of customer queries received by the branch
• Pre-Inspection

Ease of doing business:

• Own the branch Sales support and effective coordination with the central team. To be responsible for all the branch activities
• Through Understanding of the Products, Processes and Systems.

Ensure process changes are effectively shared and discussed with other stakeholders in the branch

• IMD connect/visit
• Timely Archival

Project and Initiatives:

• Cross sell / Upsell - To take the initiative help to add the bottom line as well top line too through walk-in customer, known sources.
• Renewal Management - Ensure the Ops code renewal retention
• IMD / Sales team Training - Organize training on regular intervals for our process and system updates and UW guidelines
• Initiatives closure - Need to identify the process / system improvement and deliver through the i Think platform till closure
• Capacity Utilization - Effectively manage the ops resources and organize the load sharing management.
• UAT Feedback - Timely deliver the UAT feedbacks.