Branch Operations Executive – Assistant/Deputy Manager

About the role

The Branch Operations Executive supports smooth branch functioning while delivering high‑quality customer service. The role focuses on operational efficiency, compliance, and contributes to business outcomes through cross‑sell, persistency, and collection activities.

Key responsibilities

• Process new business, servicing, and policy transactions within defined TATs.
• Handle customer walk‑ins, resolve service requests, and ensure accurate documentation and record maintenance.
• Maintain compliance with company policies, IRDAI guidelines, and audit requirements.
• Coordinate with Sales, Underwriting, Customer Service, and Head Office for operational support.
• Support branch administration, MIS reporting, and cross‑sell lead generation.
• Drive renewal premium collection, track due renewals, and assist sales teams in retention targets.
• Follow up on pending premium payments, maintain collection trackers, and support branch‑level collection campaigns.
• Deliver superior customer experience, resolve queries promptly, and participate in engagement initiatives.

Required profile

• Graduate in any discipline (B.Com, BBA, BA, B.Sc. preferred); MBA freshers may be considered.
• 1 + years of experience in Operations, Customer Service, Banking, Insurance, NBFC, Telecom, Retail or similar sectors.
• Experience range: 1–4 years.

Required skills

• MS Excel
• MS Office