Assistant Manager
1 month ago
Claim Management
- Review on-shelf promotion / off invoice TOTs claims received from Modern Trade, cash & carry, E.Com and Q.Com channel for accuracy and reconcile against offtake data received from accounts and necessary approvals.- Ensure timely & accurate processing/settlement of customers / distributors claim for on shelf promotions / off invoice TOTs.- Co-ordinate with KAMs/KAEs and finance counter parts of customers to address issues/concerns on claims/incorrect deductions and get them resolved.- Monthly reconciliation of all MT/E.Com/Q.Com distributors and obtaining NDC.- Quarterly reconciliation with all direct customers (for both claims and AR), issues resolution with account and getting the NDC signed off with Accounts. - Ensure smooth Customers / Distributors onboarding & exist process as per SOP.- Identify and implement best industry practices in Claim management.- Ensure variable incentive to customer paid/settled as per TOT/JBP. Exceptions, if any to be highlighted.- CSD Invoice re-certification in close co-ordination with KAM & supply chain.- Review agency commission claims for CSD/CPC business. Month End Closing:- Month end provision for on shelf promotions executed during the month in co-ordination with customer marketing & KAMs.- Actualization of on shelf promotion spends vs provision on monthly basis.- Work out Trade Spends at category/segment level for each account to enable category wise/Account wise P/L - Upload SKU wise trade spends in SYNERGY tool on monthly basis.
MIS/Reporting
- Activity Wise/Account Wise/Category wise Trade Spends report on monthly basis.- Variance report of Trade Spend (actual spends vs FP vs LY vs TSP).- Monthly AR deviation report to KAMs & HOMT to ensure settlement of overdue.- AR ageing analysis for on quarterly basis channel wise & highlight risk, if any.- Overdue report to CSD/CPC as per defined format & reminders for payout.- Sales return analysis with reason code on a quarterly basis.
Others:
- Review Primary & Secondary sales of Distributors and reconcile the same with customers PO and GRN.- Support audit requirements (Internal & Statutory) related to Claims from Modern Trade & Institutional Channels and relevant liabilities.
Qualifications & Experience
- Qualified CA/CMA/MBA with 2-3 years’ experience preferably in FMCG Industry - Experience of handling/managing Distributor/MT Customers claim processing / deduction settlement.
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