Cross Sales and S2S Management:
- Drive sales volumes for the organization across Life Insurance (LI), Health Insurance (HI), Loans, and other ABC products.
Branch Workflow Supervision:
- Supervise and monitor the daily workflow of assigned branches to ensure speedy and error-free issuance of policies and financial documents.
Financial Processing:
- Ensure smooth functioning of financial processing activities, including receipting and payment processing, adhering strictly to laid-down processes.
Customer Service and Persistency:
- Deliver quality customer service and enhance persistency levels within a dynamic business environment, managing a geographically scattered team and adapting to frequent regulatory changes.
Risk and Revenue Control:
- Control operational and financial risks to prevent revenue loss and implement corrective actions where necessary.
Policy Issuance and Servicing:
- Manage new business policy issuance, servicing, revenue generation, and revenue conservation, ensuring strict adherence to financial process controls.
MIS Management and Compliance:
- Prepare, manage, and disseminate MIS reports related to operations and accounts. Ensure compliance with all operational and financial procedures.
Customer Contactibility and Persistency:
- Maintain effective customer contact and drive persistency initiatives to improve business outcomes.
People Management:
- Manage HR processes including joining and exit formalities. Oversee administration, front office, and sales support activities for branches with only one Branch Operations Executive (BOE) and no Sales Support Executive.
