Branch Operations Executive

Tata AIA Life Insurance; Wardha; On-site; INR 250,000 - 380,000; Full time

Job summary

Tata AIA Life Insurance in Wardha invites applications for an Operations role. The candidate will handle counter timings, cash and cheque collections, petty cash, lodgments and reconciliation, and support distribution channels in policy issuance.

Ideal candidates are graduates with 2-3 years experience in Life Insurance or Banking Operations, who can service walk-in customers, generate NB opportunities, and contribute to customer retention and lead generation.

Qualifications

• Graduate with relevant education.
• 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

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