Executive - Distribution Operations

2 weeks ago


Thāne, Maharashtra, India Tata AIA Life Insurance Full time

Position Title

Executive - DOPS

Department

Distribution Operations

Level/ Band

ROLE SUMMARY: Handling Payout, Branch queries, & Reconciliations.

ORGANIZATIONAL RELATIONSHIPS

Direct Reporting

Assistant Manager / Manager – DOPS

Supervises

N/A

JOB DIMENSIONS

Geographic Area Covered

PAN India

Internal / External Stakeholders

Operations,

Channel Sales

IT, Finance

Distribution Partners, Agents, Business Associates & Vendors

KEY RESULT AREAS

Organization Process

Key Contributions

Frequency ( optional)

Payouts – Commission & Contest

·Ensuring correctness of Commission payout process

·Reconciliation of payout data.

·Co-ordinate with Finance team for smooth flow of payout.

·Ensure correct development regards to commission rates of new product launch.

·Co-ordinate with internal stakeholders for effective resolution.

Query Management

·Handling Samadhan queries on daily basis within the TAT

·AML hold/release

·Co-ordinate with internal stakeholders for effective resolution.

MIS & Data requirement

·Share the bank/UTR details with stakeholders.

·Preparation of Project Most report

·Income statement shared with Channel partner.

·15CA details

·GST updation

Adhoc Activities to support channel & distributors

·Data extraction as & when required as per the requirement.

·Managing SMS triggering portal for adhoc request received from channel/stakeholders for communication to agents / distributors.

Skills Required

Technical

·Knowledge of Transactional-SQL (T-SQL).

Behavioral

Level 1

(Rarely/Not Required)

Level 2

(Required Frequently)

Level 3

(Essential)

Interpersonal skills

§

Communication skills

§

Creative thinking skills

§

Supervising/Leadership skills

§

Teamwork Skills

§

Influencing skills

§

Relationship Building skills

§

Decision making skills

§

Action oriented

§

Incumbent Characteristics

Essential

Desired

Qualification

·Graduate

Post- Graduate in any Discipline

Experience

·1-2 years' experience Contest/initiatives & commission payout

·MIS/ Reporting

Experience in Insurance sector will be preferred


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