Branch Operations Executive

Tata AIA Life Insurance; Eluru District; On-site; INR 350,000 - 550,000; Full time

Job summary

Tata AIA Life Insurance is seeking an Executive/Senior Executive for Zone Operations to manage daily MIS and dashboards across pan-India branches. You will coordinate with HO S2S, HR, IT and other stakeholders to ensure timely issuance and opportunity analysis.

The role requires 2–3 years of MIS experience, graduation, and strong communication along with attention to detail in a hybrid work environment.

Qualifications

• Graduation is required.
• 2–3 years in MIS management or related field.
• Experience in generating daily MIS dashboards and reports.

Responsibilities

• Prepare daily MIS for Branch operations and stakeholders.
• Drive S2S and issuance related MIS dashboards.
• Coordinate with HO S2S and other stakeholders for reports.
• Compile and present monthly/YTD dashboards for review.
• Provide end-of-day NB pending updates to stakeholders.
• Support branches with data analysis and feedback collection.

Skills

MIS Management

Communication

Teamwork

Leadership

Decision Making

Education

Graduation

Job description

A. Position Overview

Position Title: Executive/Senior Executive

Department: Zone Operations

Level/ Band: Executive/Sr. Executives

B. Role Summary

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

• 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

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

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