Branch Service Manager
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Job Location:
Secunderabad - India
Monthly Salary:
Not Disclosed
Posted on:
21 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Purpose
The purpose of this job is ensure achievement of business targets and enhancement of profitability of the assigned branch by providing effective leadership planning resources monitoring people performance & market changes & ensuring timely operations support to ensure smooth functioning.
It also includes distribution building retail development and recruitment of FLS and Advisors
Key Result Areas
| KRA (Accountabilities) (Max 1325 Characters) | Supporting Actions (Max 1325 Characters) | |
|---|---|---|
| KRA1 | Check applications/policies for payment. Issue receipts for fresh application and renewal premium for individual group and rural business. Send original applications & related documents to H.O. /other designated agencies. Follow the receipt cancellation process as & when required. Generate report for cash and cheque collection from system and reconciliation with physical instrument Make accurate payment entry & system updation towards cash collections as and when cash premium is received. Deposit cash and cheques with authorized bank and file deposit slip. Co-ordinate with collection bank for any follow ups. Solve reconciliation queries from HO Inform H.O.-Banking team if entire cash or cheque is not picked by bank/collection. | Check vendors bill and process payment of vendors. Handover cheques to vendor on time Send petty cash requisition request to H.O. Keep petty cash within the specified limit. Maintain petty cash register Send EERS and TERS payment vouchers to H.O. Perform petty cash and vendors ledger reconciliation. Hand-over commission cheque to AM/advisor Resolve commission queries of advisor in coordination with Distribution Management team as & when needed. Co-ordinate with Distribution Management team & commission team at H.O. for any discrepancy. Ensure timely receipts and hand-over of TDS certificate to advisors and dispatch the same to concerned team at HO |
Required Experience:
Manager
About Company
Discover a world of financial solutions at Aditya Birla Capital – your trusted partner for investments, insurance, loans, and a wide range of financial services in India.
