Aarti Jethi

The Branch Operations Specialist is responsible for ensuring the smooth and efficient operation of a bank branch. This role supports branch staff in day-to-day activities, maintains compliance with regulatory standards, and ensures high levels of customer satisfaction through operational excellence.

Key Responsibilities:

1. Operational Support:

• Assist with the daily operations of the branch, including cash handling, transaction processing, and account servicing.

• Provide operational guidance and support to branch staff to ensure adherence to bank policies and procedures.

• Coordinate the implementation of new policies and procedures within the branch.

2. Compliance and Risk Management:

• Ensure all branch activities comply with federal and state regulations, as well as bank policies.

• Conduct regular audits and checks to identify and address any compliance issues or operational risks.

• Maintain accurate records and documentation for regulatory and audit purposes.

3. Customer Service:

• Provide exceptional customer service by addressing and resolving customer inquiries and issues promptly.

• Assist customers with complex transactions and account-related requests.

• Promote bank products and services that meet customer needs.

Job Summary: Relationship Manager in Health Insurance

The Relationship Manager in Health Insurance is responsible for developing and maintaining strong relationships with clients, ensuring their satisfaction with the company’s insurance products and services. This role involves managing a portfolio of clients, providing personalized service, and acting as the primary point of contact between the clients and the company.

The Relationship Manager in the Life Insurance Bancassurance Channel is responsible for managing the partnership between the life insurance company and the bank, ensuring seamless integration and promoting life insurance products through the bank’s distribution network. This role involves building and maintaining strong relationships with bank staff, training them on life insurance products, and supporting sales efforts to achieve business targets. The Relationship Manager serves as a key liaison between the bank and the insurance company, ensuring both parties’ goals and expectations are met.