Ajaykumar Srinivas

Branch Operations Manager with over 3 years of experience leading daily operations in life insurance sector, optimizing branch performance and ensuring compliance with corporate policies and regulatory standards.

Branch Operations Manager - Kotak mahindra life insurance company limited

(2023-01)

• Review insurance New business proposal and supporting documentation, such as KYC, AML, MEDICAL RECORDS, FINANCIAL STATEMENTS, FATCA determine eligibility for coverage
• Driving sales team for New business requirements, Renewals,13th month & 25th month Persistency, NB NACH activation, AUDIT clearance on daily weekly and monthly basis.
• Coordinating with primary underwriting, RCU, CLAIMS, MEDICALS and TRANSACTION TEAM for queries and clarification.
• To service customer requests, answer inquiries, handle complaints, troubleshoot problems and provide information in a professional manner.
• Additionally working for individual KRA's unclaimed settlements, client Retention, Branch ECS LIVE percentage, NPS, Branch Revenue growth, lead generation, etc.
• Managing opening and closing procedures of the branch

Branch Operations Executive - Sakthi finance limited

(2022-01 - 2023-12)

• Supervising daily branch operations (cash handling, customer service, back-office functions)
• Guide front desk and teller staff in customer interactions
• Maintaining accurate and timely operational reports (cash flow, transactions, etc.).

Bachelor of Commerce - Commerce - M.G.R college of arts and science (2019-01 - 2022-12)

HSC - R V govt boys Hr sec school (2019-01 - 2019-12)

SSLC - R V govt boys Hr sec school (2017-01 - 2017-12)