Branch Operations Executive
Published date: 2026/11/09
- Location: Coimbatore, Tamil Nadu, India
Assistant Manager for Branch Operations and below is the Job Description attached.
Job location: Coimbatore.
Age limit : 26 Years Max
Job Description :
1. New Business proposal form processing.
2. Primary underwriting.
3. Customer Service.
4. Renewal Calling
5. Stale Chq Closure.
6. Surrender Retention Retention of customers who come to branch for surrender of policy, by means of educating about benefits of long term stay and use of retention kit.
7. ECS Sourcing Convincing and registering customers for ECS by means of educating customers about benefits from walk-in customers, renewal calling and at all touch points with customers and achieving assigned monthly targets.
8. Driving conversion of new business by means of follow-up with sales team on requirements.
9. Driving End to End TAT.
10. Medical Co-ordination in medical proposal forms with medical center, sales team and customer.
11. Riders sourcing from walk-in customers and renewal calling.
12. Follow-up with customers for arranging Direct Credit documents towards all types of pay-outs [ like surrender ( part or full), maturity, survival benefit etc. ]
13. Other back office work.
14. Receipting of Premiums new business , renewals, agency, shortfall premiums etc. all types of payments in cash and chq at branches.
15. Banking of cheque and cash collected on previous day thru Bank appointed pick-up person.
16. S2S Service to Sales and cross sell
Desired Candidate Profile
Graduate+1year of experience or MBA fresher
Perks and Benefits
A great learning opportunity
A pathway for growth in career with Kotak Life
Job Type: Full-time
Salary: ₹177,829.67 - ₹380,999.27 per year
Schedule:
Day shift
Ability to commute/relocate:
Coimbatore, Tamil Nadu: Reliably commute or planning to relocate before starting work (Required)
Experience:
Operations management: 1 year (Preferred)
Job location: Coimbatore.
Age limit : 26 Years Max
Job Description :
1. New Business proposal form processing.
2. Primary underwriting.
3. Customer Service.
4. Renewal Calling
5. Stale Chq Closure.
6. Surrender Retention Retention of customers who come to branch for surrender of policy, by means of educating about benefits of long term stay and use of retention kit.
7. ECS Sourcing Convincing and registering customers for ECS by means of educating customers about benefits from walk-in customers, renewal calling and at all touch points with customers and achieving assigned monthly targets.
8. Driving conversion of new business by means of follow-up with sales team on requirements.
9. Driving End to End TAT.
10. Medical Co-ordination in medical proposal forms with medical center, sales team and customer.
11. Riders sourcing from walk-in customers and renewal calling.
12. Follow-up with customers for arranging Direct Credit documents towards all types of pay-outs [ like surrender ( part or full), maturity, survival benefit etc. ]
13. Other back office work.
14. Receipting of Premiums new business , renewals, agency, shortfall premiums etc. all types of payments in cash and chq at branches.
15. Banking of cheque and cash collected on previous day thru Bank appointed pick-up person.
16. S2S Service to Sales and cross sell
Desired Candidate Profile
Graduate+1year of experience or MBA fresher
Perks and Benefits
A great learning opportunity
A pathway for growth in career with Kotak Life
Job Type: Full-time
Salary: ₹177,829.67 - ₹380,999.27 per year
Schedule:
Day shift
Ability to commute/relocate:
Coimbatore, Tamil Nadu: Reliably commute or planning to relocate before starting work (Required)
Experience:
Operations management: 1 year (Preferred)
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