Walk-in | Team Lead-Branch Operations Manager

SBI General Insurance; Puducherry; On-site; INR 400,000 - 560,000; Full time

Job summary

SBI General Insurance in Puducherry seeks a dynamic professional to manage branch operations, ensuring smooth processes and strict regulatory compliance to support branch performance.

You will coordinate policy issuance, endorsements, renewals, cancellations and service requests, lead a team, and deliver excellent customer service. Proficiency in MS Office and strong leadership are essential, with experience in banking or financial services preferred.

Qualifications

• Experience in banking/financial services with focus on branch operations.
• Knowledge of General Insurance products and operations.
• Strong leadership and team-management abilities.
• Proficiency in MS Office (Word, Excel) for documentation.
• Experience with data entry and regulatory compliance processes.

Responsibilities

• Manage end-to-end branch operational activities and ensure smooth processes.
• Coordinate policy issuance, endorsements, renewals, cancellations, and servicing within defined TAT.
• Coordinate backend operations to ensure data entry, reporting, and regulatory compliance.
• Develop strategies to improve efficiency, reduce costs, and enhance customer satisfaction.
• Ensure effective communication among team members to achieve business objectives.
• Handle customer walk-ins and provide operational support to agents and channel partners.

Skills

Leadership

Team management

Customer service

Branch operations

MS Office

Tools

MS Office

Job description

Roles and Responsibilities

• Manage end-to-end branch operational activities and ensure smooth functioning of branch processes.
• Coordinate policy issuance, endorsements, renewals, cancellations, and servicing requests within defined TAT.
• Coordinate backend operations to ensure seamless data entry, reporting, and compliance with regulatory requirements.
• Develop and implement strategies to improve operational efficiency, reduce costs, and enhance customer satisfaction.
• Ensure effective communication among team members to achieve business objectives.
• Handle customer walk-ins and provide operational support to agents, POSPs, and channel partners.

Desired Candidate Profile

• 2-8 years of experience in banking or financial services industry with a focus on branch operations or insurance operations.
• Knowledge of General Insurance products and operational processes preferred.
• Strong understanding of backend operations, including data entry, reporting, and compliance procedures.
• Excellent leadership skills with ability to manage teams effectively towards achieving common goals.
• Proficiency in MS Office applications (Word, Excel) for documentation purposes.