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Branch Operations Executive
Tata AIA Life Insurance
posted 2mon ago
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Flexible timing
Key skills for the job
Job Description
A. Position Overview
Position Title
Executive/Senior Executive
Department
Zone Operations
Level/ Band
Executive/Sr. Executives
B. Role Summary (Please specify the few lines one the overall role expectation and delivery)
Daily MIS supporting to the Branch for driving:
o Issuance
o S2S
o Opportunity analysis
o Coordination with AOH-TOH on a regular basis for various MIS and other requirement if any required .
o Coordination with other HO stakeholders for various MIS/Reports etc.
o Collating of issuance related feedbacks on a regular basis from the stakeholders.
o Preparing monthly dashboards/
o Preparing presentation as and when required for review purpose
C. Organizational Relationships
Reports to
Senior Manager
Supervises
Nil
D. Job Dimensions
Geographic Area Covered
Pan India
Stakeholders Internal
All Ops, HR,IT etc
External
Vendors
E. Key Result Areas ( In Bullet points )
o S2S Drive : Support the Branch team with daily S2S updates
o Support the Branch with Opportunity analysis from walk in/Outcall
o Issuance Drive : Track daily BOD pending details and share the same with all stakeholders
o Collate the feedback of resolve commitments
o Share the EOD updates on NB Pending cases
o Branch Mapping Head count: share the mapping details with allied dept on a monthly basis or as and when there is a change
o Outcall data upload in Ubona every month post coordinating with HO S2S team.
o Prepare monthly /YTD dashboards
o Surrender Retention: Provide assistance to Branches in coordination with HO BCT team if any requirement
o Any other MISC MIS requirement as required by Sr.Management
F. Competencies ( Please add relevant competencies . Competencies to be filled as per the Competency dictionary only)
Process Orientation 2
Customer Consumer Engagement And Experience in a Hybrid World 2
Effective Communication 3
People Management 2
Attention To Details Solution Orientation 1
Change Management 1
o
G Skills Required
Technical
Behavioral *
Essential
Desired
Interpersonal skills
Communication skills
Creative thinking skills
Supervising/Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
H Incumbent Characteristics
Essential
Desired
Qualification
Graduation
Experience
2-3 Years in the area of MIS management
Employment Type: Full Time, Permanent
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Anonymous · Operations
in Pune
NA
No work life balance
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Tata AIA Life Insurance Benefits
Job Training Health Insurance Soft Skill Training 
Cafeteria 
Job Training 
Health Insurance 
Soft Skill Training 
Work From Home 
Team Outings 
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