Operation Executive

Hi

Please find attached JD for Branch Operations Executive – Bareilly location.

Job Purpose

To ensure smooth login of NB Cases, Resolving Discrepancies with Sales Teams, Facilitate Customer Queries and enhance Customer experience.

Key Responsibilities: 

• To ensure smooth login of AOB & NB Cases, Resolving Discrepancies with Sales Teams

• To ensure FTR, Issuance TAT, Persistency, Servicing Request, Dashboard Metrics are maintained.

• To ensure daily receipt reconciliation & Banking are happening.

• To Manage Branch Activities as per documented branch Processes, ensure Compliances and facilitate customer servicing including claims.

• To ensure Branch infrastructure facilities timely maintenance and to fix infrastructure discrepancies if any.

• To engage with customer by doing “SAMPARK”

• To identify, analyze, evaluate, and mitigate the risk for Branch Ops Processes

Male candidate preferred and should be from life insurance company only.