Branch Operations Executive

Tata AIA Life Insurance; Agartala, Nagaon; On-site; INR 400,000 - 650,000; Full time

Job summary

Tata AIA Life Insurance is seeking an Executive/Senior Executive in Zone Operations to provide daily MIS support to branches across Pan India. The role focuses on S2S drive, issuance tracking, and opportunity analysis, requiring coordination with HO and other stakeholders to ensure timely MIS and reports.

Key responsibilities include preparing monthly dashboards, sharing end-of-day NB pending updates, and assisting in readiness for reviews.

Qualifications

• Daily MIS support to the Branch.
• S2S and issuance tracking and analysis.
• Coordination with HO/branches for MIS/Reports.

Responsibilities

• Drive S2S updates for branches on a daily basis.
• Support Branch with opportunity analysis from walk-ins/outcalls.
• Track daily BOD pending details and share with stakeholders.

Skills

Process Orientation

Customer Engagement

Effective Communication

People Management

Attention to Details

Change Management

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:

• Issuance
• S2S
• Opportunity analysis
• Coordination with AOH-TOH on a regular basis for various MIS and other requirement if any required .
• Coordination with other HO stakeholders for various MIS/Reports etc.
• Collating of issuance related feedbacks on a regular basis from the stakeholders.
• Preparing monthly dashboards/
• 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 )

• S2S Drive : Support the Branch team with daily S2S updates
• Support the Branch with Opportunity analysis from walk in/Outcall
• Issuance Drive : Track daily BOD pending details and share the same with all stakeholders
• Collate the feedback of resolve commitments
• Share the EOD updates on NB Pending cases
• Branch Mapping & Head count: share the mapping details with allied dept on a monthly basis or as and when there is a change
• Outcall data upload in Ubona every month post coordinating with HO S2S team.
• Prepare monthly /YTD dashboards
• Surrender Retention: Provide assistance to Branches in coordination with HO BCT team if any requirement
• 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