Operations Executive - Revenue Management
- PB Partners
- 1 - 4 years
- Noida, Gurugram
- 2 months ago
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Job Description
Job Title: Operations Executive - Revenue Management
Company: PBPartners (A Brand of Policy Bazaar)
Location: Gurgaon, Sector 44
Job Type: Full-time ( Travel PAN India )
About PBPartners:
PBPartners is a prominent brand of Policy Bazaar, a leading digital platform for insurance and financial products in India. We are committed to delivering top-notch services across the nation and ensuring seamless operations to meet our organizational goals.
Job Overview:
We are looking for two dedicated and proactive Operations Executives to join our Revenue and Management team. This role will require frequent travel across PAN India to resolve pending matters related to payments, billing statements, and other dependencies at various branch locations. You will be an integral part of our operations team, ensuring smooth functioning of day-to-day operations while resolving pending issues in a timely and efficient manner.
Key Responsibilities:
- Travel across PAN India to coordinate and resolve pending payment, billing statement, and other operational matters at various branch locations.
- Communicate effectively with branch teams and other stakeholders to address and resolve pending issues.
- Assist in the reconciliation of payments, billing statements, and related documents.
- Follow up on pending financial matters, ensuring that all open issues are resolved in a timely manner.
- Gather and organize financial statements and supporting documents from different locations for analysis.
- Utilize basic MS Office skills (Excel, Word) for reporting, documentation, and follow-up activities.
- Work independently with minimal supervision, ensuring smooth operations and timely resolution of issues.
- Manage time effectively and prioritize tasks to meet deadlines.
Key Qualifications and Skills:
- Willingness to travel to various PAN India locations as per the requirements of the role.
- Strong communication and coordination skills to interact with branch teams and other stakeholders effectively.
- Proven problem-solving abilities to resolve pending operational issues in a timely manner.
- Knowledge of the billing and reconciliation process to ensure accuracy and efficiency.
- Proficiency in handling and collecting financial statements and documents from different locations.
- Basic knowledge of MS Office (Excel, Word) for reporting, documentation, and communication.
- Strong organizational and time management skills to handle multiple tasks and meet deadlines.
- Ability to work independently with minimal supervision.
Preferred Qualifications:
- Previous experience in operations, finance, or billing-related roles is a plus.
- Ability to handle multiple locations and prioritize tasks effectively.
Why Join PB Partners?
- Be part of a dynamic, fast-growing team within a leading company.
- Opportunity to travel across India and expand your professional network.
- Competitive salary and benefits.
- Work in a collaborative and inclusive environment with room for career growth.
Job Classification
Industry: InsuranceFunctional Area / Department: Customer Success, Service & OperationsRole Category: OperationsRole: Operations - OtherEmployement Type: Full timeContact Details:
Company: PB PartnersLocation(s): Noida, Gurugram
Keyskills: Travel Operations Reconciliation Coordination Biling Report Preparation Documentation Advanced Excel MS Office Record Maintenance Communication Skills Travelling Vendor Payments Excel MS Office Suite Management Skills
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