Branch Operations Executive

Tata AIA Life Insurance; Indore District; On-site; INR 250,000 - 350,000; Full time

Job summary

Tata AIA Life Insurance seeks a Branch Cashier/Operations Associate to manage cash and cheque collections, adhere to SOPs, and ensure timely lodgment and reconciliation of payments at our Indore branch.

The role involves coordinating with distribution channels, handling walk-in customers, and supporting risk mitigation and business continuity measures to maintain service levels and Branch NPS scores.

Qualifications

• Cash handling accuracy and attention to detail
• Policy adherence and SOP compliance
• Customer service and communication skills

Responsibilities

• Adhere to cash counter timings as per SOP
• Process premium and agent fee payments and lodge them next day
• Perform end-of-day checks for collections
• Manage stationery, safe keys and petty cash per SOP
• Distribute agent commissions as per SOP
• Upsell/cross-sell with distribution channels to generate new business
• Participate in risk mitigation and business continuity plans
• Assist walk-in customers and resolve service requests
• Generate NB opportunities from walk-in customers and campaigns
• Maintain high Branch NPS scores

Job description

Role & responsibilities

Adhere to cash counter timings as mentioned in the SOPs.

Control the entry/exit into the cashier room through entry into registers

Accept payment towards premium or agent fees and subsequent lodgment of the same on the next day.

Perform EOD checks for collections in accordance with SOP.

TR Stationary Management.

Safe Key Management

Recording of Petty cash, subjected to approved items mentioned on the lists as per the SOP.

Accounting for the same as per the SOP formats

Agent commission cheques distribution and management in line with SOP norms.

Do upsell / Cross sell with the help of distribution channel and tap Neew Business opportunity in walk-in customers

Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.

Attend to walk‑in customer queries and requests and process the same Maintain high Branch NPS scores

Role Summary

Adhere to cash counter timings Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management Petty Cash Management Support Distribution channels in policy issuance Service walk‑in customer and attend to their service requirements Service to Sales Generate NB opportunity from walk‑in customers and assigned outcall campaigns Customer retention