TM CSE Ajmer

Role purpose

This position supports the branch in managing daily operational, financial, commercial, and administrative work while maintaining full alignment with regulatory and internal requirements.

Work context and challenges

The role sits in a branch environment where accuracy, discipline, and confidentiality are critical. The incumbent must keep pace with frequent process changes, handle extended working hours when needed, and manage sudden spikes in activity with minimal system support and validations. The job also involves working across many systems, dealing with connectivity or bandwidth issues, and ensuring sales conduct remains compliant with internal and external norms.

Key responsibilities

• Process branch collections, banking, and reconciliation activities for policy cash, cheques, and demand drafts within defined timelines, ensuring complete accuracy.
• Detect counterfeit currency, handle cheque dishonour cases, safeguard cash and safe keys, and complete branch asset reconciliations on time.
• Review petty cash usage carefully and ensure expenses are genuine, recorded properly, and raised promptly.
• Support vendor identification, registration, bill processing, NEFT onboarding, lease agreement renewals, and coordination for new branch setup activities.
• Provide legal, compliance, and taxation support, including statutory remittances, tracking notices from authorities, maintaining mandatory displays, and escalating matters to head office when needed.
• Help ensure adherence to AML, BCP, and other regulatory guidelines, including identification and reporting of suspicious or fraudulent transactions.
• Manage advisor commission activities, including cheque handover, NEFT enablement, query resolution, and timely TDS certificate delivery.
• Support HR, IT, and administration tasks such as branch joining and exit formalities, full and final settlement, downtime issue logging, housekeeping, security, dispatch, and meeting room or equipment bookings.
• Check new business applications against SOPs, coordinate medical report collection and document transmission, and ensure policy documents or refund cheques are issued correctly and on time.
• Deliver prompt customer service by resolving requests at first contact, tracking cases in the required systems, and ensuring timely and accurate closure.
• Verify claims papers, reinstatement requests, fund switch requests, payout requests, and related customer service items, while confirming identity and signatures to establish transaction authenticity.
• Support data cleansing efforts for customer records, including bank details, PAN information, contact details, and undelivered communication records.
• Promote revenue protection and growth by encouraging NEFT usage, improving persistency, supporting customers with self-service tools, reducing freelook/surrender/withdrawals, and promoting riders and top-up options.
• Track and follow up cheque dishonour cases with customers and sales teams, support fraud detection and investigation, and help prevent fake policy issuance through careful document review.
• Assist with advisor licensing, license renewal, recruitment plan execution, pre-licensed training nominations, sales MIS preparation, reward and recognition coordination, sales promotion material control, inventory management, and sales conference coordination.

Additional notes

The role requires timely office opening and closing, active participation in branch-level cost control, and ongoing coordination with multiple internal teams, vendors, and sales stakeholders.

Employment details

This is a full-time onsite role based in Rajasthan, India.