Customer Service and Financial Operations Executive - CSE Ongole

Role Overview

This position involves managing comprehensive financial operations and delivering exceptional customer service at the branch located in Ongole, Andhra Pradesh. The executive will be responsible for executing accurate financial processes, providing commercial support, ensuring legal and compliance adherence, managing advisor commissions, supporting HR/IT/Admin functions, overseeing underwriting and new business processes, and maintaining prompt, courteous customer interactions.

Key Responsibilities

• Accurately perform receipting, banking, and reconciliation tasks for policy cash, cheques, and demand drafts within prescribed timelines.
• Detect counterfeit currency to prevent losses and manage cheque dishonour efficiently.
• Maintain secure custody of safe and cash box keys along with office keys.
• Conduct timely asset reconciliations for the branch and verify genuineness of petty cash expenditures.
• Identify and register local vendors per procurement guidelines, ensure timely bill payments, and promote electronic fund transfers for vendors.
• Support lease agreement registrations and renewals, and coordinate new branch setups with various departments to ensure seamless operations.
• Handle timely remittance of taxes including professional and work contract tax, represent the company in labour and consumer court hearings, and update head office on legal notices.
• Ensure statutory displays at the branch, adhere strictly to Anti-Money Laundering guidelines, and comply with Business Continuity Planning policies.
• Manage advisor commission processes including issuance, encouraging NEFT payments, resolving queries, and distributing TDS certificates promptly.
• Oversee HR functions such as employee joining, exit formalities, and full and final settlements; coordinate with IT for issue resolution; and supervise housekeeping, security, and dispatch services.
• Handle meeting room and equipment bookings efficiently.
• Scrutinize new business applications for accuracy, coordinate medical report collection and submission, and collaborate with head office teams for faster policy issuance.
• Ensure timely dispatch of policy documents and refund cheques according to standards.
• Deliver first-contact resolution for all customer inquiries and requests, ensuring accurate and timely processing of claims, reinstatements, fund switches, and payouts.
• Verify customer identity and signatures to validate transaction authenticity and participate actively in data cleansing initiatives for customer data accuracy.

Additional Information

This role demands meticulous attention to detail, strict adherence to company policies and regulatory guidelines, and effective coordination across various teams. Upholding operational integrity, executing prompt and precise financial and administrative processes, and providing exemplary customer service are fundamental to success.