Customer Service Executive - Bareilly

Job Summary

Responsible for day to day operational, ficial, commercial administrative activities of the branch. Ensuring 100% compliance to regulatory and organizational guidelines.

Job Context and Major Challenges

Job Context:Responsible for day to day operational, ficial, 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 unpredictable 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

• Execute ficial processes timely with 100% accuracy
• 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.
• A. 2. Detection of Fake note to avoid operational loss
• A. 3. Cheque Dishonour Management.
• A. 4. Safe custody of both sets of Safe and cash box Keys and one set of office keys.
• A. 5. Timely reconciliation of assets of the branch.
• A. 6. Ensure genuineness of petty cash spends, timely raising and recording.
• B. 1. Identify local vendors and facilitate their registration as per procurement guidelines.
• B. 2. Procurement of vendor bills, establishing genuineness and timely payment as per agreement.
• B. 3. Encourage NEFT registrations of vendors.
• B. 4. Support lease agreement registration and renewal process.
• B. 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
• 12. 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 new Insurance Applicant.
• 17. Re exam scheduling of failed candidates in coordination with BH/AMs
• 18. 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
• 2. Extend Legal , Compliance and Taxation support

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