Branch Operations Executive

Kotak Life Insurance; Udaipur, Jodhpur; On-site; INR 300,000 - 450,000; Full time

Job summary

Kotak Mahindra Life Insurance Company Limited in Udaipur is seeking a Branch Operations Executive to manage daily branch operations, support sales and administrative tasks, and ensure accurate documentation in line with company policies.

The role emphasizes strong communication, MS Office proficiency, and meticulous attention to detail to maintain service quality and regulatory compliance.

Qualifications

• Excellent communication and interpersonal skills.
• Proficient with MS Office (Excel, Word, Outlook).
• Strong organizational and time-management abilities.
• Detail-oriented with accuracy in documentation.
• Customer service orientation and problem solving.

Responsibilities

• Handle day-to-day branch operational activities.
• Verify and process insurance proposal forms and customer documents.
• Support customers by resolving queries related to policies and services.
• Ensure compliance with IRDAI regulations and company guidelines.
• Manage branch cash, receipts, and other operational records as per company policies.
• Coordinate with internal stakeholders to ensure seamless branch functioning.
• Maintain accurate operational records and documentation.

Skills

Good communication and interpersonal

Time-management

Problem-solving

Customer service orientation

Attention to detail

Education

Graduate in any discipline

Tools

MS Office (Excel, Word, Outlook)

Job description

Job description

Company: Kotak Mahindra Life Insurance Company Limited

Job Title: Branch Operations Executive

Job Summary

The Branch Operations Executive is responsible for managing day-to-day branch operations, ensuring smooth business processes, maintaining customer service standards, and supporting sales and administrative activities. The role involves coordinating with internal teams, handling documentation, and ensuring compliance with company policies.

Key Responsibilities

• Handle day-to-day branch operational activities.


• Verify and process insurance proposal forms and customer documents.


• Support customers by resolving queries related to policies and services.


• Ensure compliance with IRDAI regulations and company guidelines.


• Manage branch cash, receipts, and other operational records as per company policies.


• Coordinate with internal stakeholders to ensure seamless branch functioning.


• Maintain accurate operational records and documentation.

Required Skills

• Good communication and interpersonal skills.


• Basic knowledge of MS Office (Excel, Word, Outlook).


• Strong organizational and time-management skills.


• Problem-solving and customer service orientation.


• Attention to detail and ability to maintain accuracy in documentation.

Eligibility Criteria

• Graduate in any discipline.


• Experience in branch operations, administration, customer service, or insurance operations preferred.


• Freshers with good communication and administrative skills may also be considered.

Location: Udaipur, Jodhpur

Contact HR for further details - Neeru Kaushik

Email- [e-mail]