Operational Specialist -BFSI sector

Key Responsibilities

Branch Operations

• Handle day-to-day branch operations and ensure smooth functioning
• Coordinate with internal teams for timely execution of tasks
• Maintain accurate records, MIS, and reports
• Identify operational issues and suggest process improvements
• Ensure compliance with company policies and procedures
• Maintain a safe and organized branch environment

Sales & Customer Engagement

• Calling for policy revival
• Sales support to the branch team
• Cross-sell and up-sell insurance products to walk-in customers
• Handle customer queries and provide excellent service
• Support branch targets and meet assigned timelines

Mandatory Experience

• Minimum 1 year of experience in the BFSI sector is mandatory
• Experience in insurance, banking, NBFC, or financial services preferred

Qualification

• Graduate in any discipline