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Branch Operation Executive

Nasik, Maharashtra

Edelweiss Stockbroking Limited

Job Description

The role acts as an interface with Insurance Company, Sales Force & Customers
The role is responsible for managing daily branch Activities as per the SOPs and adherence to the processes
The role is also responsible for managing small team and providing on the job training to officers
Responsible for heading daily activities of proposal form logins, follow-ups and support function to sales
Effective implementation of processes & initiatives and daily reconciliation
Daily reconciliation and status updates of policy logins
Maintenance of trackers for policy tracking on a daily basis
Coordination with Branch, Sales and HO
Effective coordination for pending cases of new business & agent onboarding process
Managing persistency ratio at respective branches
Managing & tracking of customer requests & ensuring timely closures
Monitoring and managing Quality & TAT for processes
Proper filing of documents for audit
Good understanding of emerging trends & addressing industry requirements to achieve organizational objectives & profitability norms
Knowledge of Insurance
Basic knowledge about MS office Excel, Word and PowerPoint
Interpersonal skills
A proactive learner
Focused on customer satisfaction
A self-motivated team player
Strong communication skills
Relationship management skills
Problem solving skills
Maintaining required documentation in appropriate manner for audits
Regular checks and feedback to RA
Regular interactions with ROM, customers, sales team and HO on effective management of processes & new changes and initiatives
Effective coordination with field staff for timely closures
Regular discussions with Field staff with the Operational Feedback.
Effective after sales services to the existing and new clients up to their fullest satisfaction

Company Description

Edelweiss is a complete financial services firm, evolved over the years from a boutique... investment bank. We have built a strong presence across verticals in the equity capital markets, financing, asset management and now retail business.   Read full description

Additional Information

Last updated:
Job type:
Full time
Position type:
Minimum experience:
One year
Compulsory Education
Salary range:
₹ 50,000 - ₹ 1,75,000 / Yearly (Gross Pay)
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