Branch Operations Executive

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A.PositionOverview

PositionTitle

BranchOperationsExecutive

Department

Operations

Level/Band

Executive-201

Role Summary:

-Adheretocashcounter timings

-Cash&ChequeCollectionspolicypremium,Reporting,Lodgmentsandreconciliation,Bounced Cheque management

-PettyCashManagement

-SupportDistributionchannelsinpolicyissuance

-Servicewalk-incustomerandattendtotheirservicerequirements

-ServicetoSales–GenerateNBopportunityfromwalk-incustomersandassignedoutcallcampaigns

-Customerretention

B.OrganizationalRelationships

ReportsTo

Manager/ SeniorManager–Field Operations

Supervises

None

JobDimensions

GeographicAreaCovered

SpecifiedBranch

StakeholdersInternal

Salesforce(allchannels),Finance&Accounts,Branchoperations

StakeholdersExternal

NoexternalinteractiontobedoneexceptingagentsandBAs

C.KeyResultAreas

Organizationprocess

Key contributions

Adheretocashcounter timings

·AdheretocashcountertimingsasmentionedintheSOPs.

·Controltheentry/exitintothecashierroomthroughentryinto registers

Cash & Cheque Collections policypremium,Reporting, Lodgments and reconciliation, Bounced Cheque management

·Acceptpaymenttowardspremiumoragentfeesandsubsequent lodgment of the same on the next day.

·PerformEODchecksforcollectionsinaccordancewithSOP.

·TRStationaryManagement.

·SafeKeyManagement

PettyCash Management

·RecordingofPettycash,subjectedtoapproveditemsmentioned on the lists as per the SOP.

·AccountingforthesameaspertheSOP formats

AgentCommissionCheques handover

·Agentcommissionchequesdistributionandmanagementinline with SOP norms.

AgentLicensehandling

·AgentlicensesdistributionandmanagementinlinewithSOP

norms

CustomerService

·