Branch Operations Executive - India - Tata AIA Life

Tata AIA Life

Verified Company

India

6 days ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

**Job Description

A.

Position Overview

Position Title
Executive/Senior Executive

Department
Zone Operations

Level/ Band
Executive/Sr. Executives

B.

Role Summary

(Please specify the few lines one the overall role expectation and delivery)

Daily MIS supporting to the Branch for driving:

Issuance
S2S
Opportunity analysis
Coordination with AOH-TOH on a regular basis for various MIS and other requirement if any required.
Coordination with other HO stakeholders for various MIS/Reports etc.
Collating of issuance related feedbacks on a regular basis from the stakeholders.
Preparing monthly dashboards/
Preparing presentation as and when required for review purpose

C.

Organizational Relationships

Reports to

Senior Manager

Supervises

Nil

D.

Job Dimensions

Geographic Area Covered
Pan India

Stakeholders Internal
All Ops, HR,IT etc

External
Vendors

E.

Key Result Areas

( In Bullet points )

Drive : Support the Branch team with daily S2S updates

Support the Branch with Opportunity analysis from walk in/Outcall
Issuance

Drive : Track daily BOD pending details and share the same with all stakeholders

Collate the feedback of resolve commitments
Share the EOD updates on NB Pending cases
Branch Mapping & Head count: share the mapping details with allied dept on a monthly basis or as and when there is a change
Outcall data upload in Ubona every month post coordinating with HO S2S team.
Prepare monthly /YTD dashboards
Surrender Retention: Provide assistance to Branches in coordination with HO BCT team if any requirement
Any other MISC MIS requirement as required by Sr.

Management

F.

Competencies ( Please add relevant competencies. Competencies to be filled as per the Competency dictionary only)

Process Orientation
Customer & Consumer Engagement And Experience in a Hybrid World
Effective Communication
People Management
Attention To Details & Solution Orientation
Change Management 1

o

G Skills Required

Technical

Behavioral

Essential

Desired

Interpersonal skills
***
Communication skills
***
Creative thinking skills
- ***
Supervising/Leadership skills
- ***
Teamwork Skills
- ***
Influencing skills
- ***
Relationship Building skills
***
Decision making skills

H Incumbent Characteristics

Essential

Desired

Qualification
Graduation

Experience
2-3 Years in the area of MIS management