Branch Operations Executive Job in Tata Aia Life Insurance

Branch Operations Executive

Location: Pune

Experience: 2-3 Years

Openings: 2

Are you a highly organized and analytical professional with a passion for data and a knack for supporting operational efficiency? We're seeking a proactive Branch Operations Executive to join our Zone Operations team in Pune. In this role, you'll be instrumental in empowering our branches with critical insights and driving key business outcomes.

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About the Role:

As a Branch Operations Executive, you will be a vital support for our pan-India branch network, reporting directly to a Senior Manager. This individual contributor role focuses on providing essential Management Information System (MIS) support, driving performance metrics, and ensuring seamless communication between branches and various Head Office stakeholders. Your meticulous attention to detail and ability to transform data into actionable insights will be key to success.

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What You'll Do:

• Daily Performance Tracking: Provide branches with crucial daily MIS updates to drive Issuance and S2S (Service-to-Sales) performance.
• Opportunity Analysis: Support branches by analyzing walk-in and outcall data to identify and capitalize on new business opportunities.
• Coordination & Collaboration: Act as a central point of contact, coordinating regularly with Area Operations Heads (AOH) and Territorial Operations Heads (TOH), as well as other Head Office departments (Ops, HR, IT, etc.) for various MIS, reports, and other requirements.
• Feedback & Reporting: Collating issuance-related feedback from stakeholders and preparing comprehensive monthly dashboards and presentations for senior management reviews.
• Key Performance Support:
  • Track and share daily BOD (Beginning of Day) pending details related to issuance with all relevant stakeholders.
  • Provide End of Day (EOD) updates on New Business (NB) pending cases.
  • Assist branches with surrender retention efforts in coordination with the Head Office BCT team.
• Data Management: Manage branch mapping and headcount details, sharing updates with allied departments monthly or as changes occur.
• System Updates: Facilitate monthly outcall data uploads to Ubona after coordinating with the HO S2S team.
• Ad-hoc Reporting: Fulfill any other ad-hoc MIS requirements from Senior Management.

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What We're Looking For:

• Experience: 2-3 years of experience, specifically in MIS management or a similar data-driven operational support role.
• Education: A Graduate degree from a recognized institution.
• Skills & Competencies:
  • Strong Process Orientation: Ability to adhere to and improve operational workflows.
  • Exceptional Attention to Detail: Meticulous in data handling and report generation.
  • Effective Communication: Clear and concise in written and verbal interactions with various stakeholders.
  • Customer & Consumer Engagement: An understanding of providing excellent support in a dynamic environment.
  • Proficiency in MS Office tools, especially Excel, for data analysis and reporting.
  • Strong Interpersonal and Relationship Building skills for effective collaboration.