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Job Opportunity: Branch Operation Executive:Edelweiss Stockbroking Limited

Job description:

Branch Operation Executive

Panjim, Goa

Edelweiss Stockbroking Limited


Job Description

The function acts as an interface with Insurance Company, Sales Force & Customers
The function is responsible for managing everyday branch Activities as per the SOPs and adherence to the processes
The function is also responsible for managing small team and providing on the job training to agents
Responsible for heading everyday activities of proposal form logins, follow-ups and support function to sales
Effective implementation of processes & initiatives and everyday reconciliation
everyday reconciliation and status updates of policy logins
Maintenance of trackers for policy tracking on a everyday 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 knowledge of emerging trends & covering industry requirements to achieve organizational objectives & profitcapability norms
Knowledge of Insurance
Basic knowledge about MS office Excel, Word and PowerPoint
Interpersonal expertise
A proactive learner
Focused on customer satisfaction
A self-motivated team player
Strong communication expertise
Relationship management expertise
Problem solving expertise
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.   

Additional Information

Last updated:
. 09/01/2019
Employment Type:
. Full time
Employment type:
. Permanent
. 1
Minimum practice:
. One year
suitable education
. Compulsory Education
income range:
. ₹ 50,000 - ₹ 1,75,000 / Yearly (Gross Pay)
Job Category:
. Jobs in Sales / Business Development


Job Category:  [ View All Jobs ]
Language requirements:
Employment type:
Salary: Unspecified
Degree: Unspecified
Experience (year): Unspecified
Job Location: Panjim, Goa
Company Type Employer
Post Date: 01/09/2019 / Viewed 2 times
Contact Information
Company: Edelweiss Stockbroking Limited

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