Branch Operations Executive

Tata AIA Life Insurance; Wardha; On-site; INR 220,000 - 300,000; Full time

Job summary

Tata AIA Life Insurance in Wardha is seeking a frontline operations associate to manage cash handling and customer interactions. You will support policy issuance, process cash and cheque collections, and ensure timely reporting and reconciliation, while assisting distribution channels.

The role emphasizes service to walk-in customers, generating sales opportunities from inquiries and campaigns, and contributing to customer retention through proactive service.

Qualifications

• Graduate with 2-3 years of experience in Life Insurance Operations or Banking Operations.

Responsibilities

• 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 & Lead Generation

Skills

Cash handling

Customer service

Lead generation

Education

Graduate

Job description

Role & responsibilities

• 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 & Lead Generation

Preferred candidate profile

Graduate

2-3 years of experience in Life Insurance Operations or Banking Operations