Executive - New Business Sub Process

6 months ago

Thane, India Tata AIA Life Full time

**Job Description
**A Position Overview**

**Position Title**

Executive

**Department**

New Business Sub Process Unit

**Level/ Band**

201
- **Role Summary**:Handling of below new business activities
- New Business Refund
- Fund Transfer
- NTU/Reopening/Cancellation
- Customer communication
- Vendor Management
- Complaints
- MIS/Report Preparation
- Billing/Provisioning/Documentation
- Risk Management/ Compliance
- Awards & Campaign management

**B Organizational Relationships**

**Reports to**

**Manager - New Business Sub Process Unit**

**Supervises**

**Mangesh Saste**

**C Job Dimensions**

**Geographic Area Covered**

All locations from the HO

**Stakeholders Internal**

All departments

**External**

All the customers

**D Key Result Areas**
- Refund (TAT to be maintained as per IRDA regulations, Disbursment & Vendor Recon
- Fund Transfer/ Credit Card Extraction
- NTU/Reopening/Cancellation
- Automation of New Business processes
- Customer communication
- Vendor Management - Manage vendors in respective function effectively and in cost efficient manner
- Complaints / Escalations
- MIS/Report Preparation
- Billing/Provisioning/Documentation
- Risk Management/ Compliance
- Awards & Campaign management

***

**E Competencies (Please copy paste from Competency Dictionary)**

**Competency For**

**Proficiency Scale**

**Proficiency Scale Description**

**Customer &**

**Consumer Orientation**

**2**

Communicates with the customer and consumer to understand their stated needs.

Provides the expected services, as per the organization policies and procedures.

Identify gaps with respect to current processes to reduce turn around time.

**Business Acumen and**

**Functional Knowledge**

1

Is updated and aware of the products, systems and regulatory guidelines applicable to the department.

Possesses thorough knowledge of policy life cycle and policy non forfeiture clauses and conditions.

Has basic understanding of own role and utilizes required skills and knowledge for own area of work to complete routine

tasks.

Demonstrate basic understanding of SQL & MS Excel.

**Collaboration & Networking**

1

Keeps self aware of the important stake holders (decision makers & influencers)necessary for delivering results.

Communicates & connects consistently with colleagues, customers and channel partners to respond and resolve their

concerns and queries.

Remains courteous while dealing with colleagues, channel partners, and customers.

Seeks guidance in case of ambiguity.

Proactively observes the customer service practices in other companies and industries and shares information with

supervisor.

**Decision Making and**

**Solution Orientation**

1

Understands the urgency and is quick in escalating the matter to concerned authority if required.

Appears comfortable making routine

decisions.

Identifies & communicates the need for change in own area of operation.

Identifies & resolves bottlenecks in the change process.

**Effective Communication**

2

Appropriately expresses one-s own opinion.

Is able to refrain from immediate judgment and criticism of others
- ideas, delivering criticism in a way that demonstrates

sensitivity to other-s views.

Acts to understand and respond appropriately to the concerns of others; demonstrates openness and receptivity to

new information.

**G Skills Required**

**Technical**
- Listening skills, Communication skills, & thorough knowledge of processes and systems.
- Data analysis
- Basic Knowledge of Insurance industry preferable
- MS Office (Excels, MS access and powerpoint presentation)

**Technical**Behavioral**

**Essential**

**Desired**

**Interpersonal skills**

Yes

**Communication skills**

Yes

**Creative thinking skills**

Yes

**Supervising/Leadership skills**

Yes

**Teamwork Skills**

Yes

**Influencing skills**

Yes

**Relationship Building skills**

Yes

**Decision making skills**

Yes

**H Incumbent Characteristics**

**Essential**

**Desired**

**Qualification**

Bachelor Degree

Professional Management Qualification

**Experience**

3-4 Years in a Service Sector

3-4 Years in Financials Customer Services / Queries handling.

MIS and PPT skills

  • Executive - New Business Sub Process

    6 months ago

    Thane District, Maharashtra, India Tata AIA Life Full time

    **Job Description **'A Position Overview** **Position Title** Exec - PSC **Department** Premier Process Unit **Level/ Band** Exec - ** Role Summary**:Handling of Manual PSC Call centre - Submission of specific reports on period basis (Daily/Weekly/Fortnightly/Monthly) to Channel Audit/Compliance team post reviewing the calls of cases tagged under...

  • Inside Sales Executive

    5 months ago

    Thane District, Maharashtra, India Regenesys Business School Full time

    **What are we?** Regenesys Business School is established in the year 1997 and as of now, we are one of the leading business schools in South Africa providing Internationally recognized undergraduate and post-graduate programs in various disciplines. We provide both offline and online courses for students and working professionals respectively. **Work...

  • Executive

    6 months ago

    Thane, India Tata AIA Life Full time

    **Position Title Executive / Senior Executive HR **Department Human Resources **Level/ Band 201 / 251 Executive/Senior Executive **Role Summary**:Responsible for general HR functions and processing Head Office - Thane **B **Organizational Relationships** **Reports To AVP Human Resources **Supervises Individual contributor **C **Job...

  • Aditya Birla Capital

    4 weeks ago

    Thane, India ADITYA BIRLA FINANCIAL SHARED SERVICES LIMITED Full time

    - Aditya Birla Capital has launched the B2D (Business to Distributor) initiative wherein a unified platform is being built for the Distributors within ABC such as Direct Sourcing Agents (DSAs), Independent Financial Advisors, Insurance Agents, Stock sub brokers and Mutual Fund Advisors.- This initiative aims to enhance the efficiency and effectiveness of our...

  • Market Research Executive

    2 months ago

    Thane, India Upstream Business Consultants LLP Full time

    **Experience - 0 to 1 years from any NBFC or Bank Preferable** **Location - Thane** **Salary Range - 25k to 30k** **Immediate Joining** **Finance Background Education or BBA/BBM- Mandatory** **Job description**: - Drive the execution of all product lifecycle processes for products, including product research, market research, competitive analysis,...

  • Social Media Executive

    5 months ago

    Wagle Estate, Thane, Maharashtra, India G Process Technologies Full time

    Plz find JD for Social Media Executive. - Creating strong written posts that have excellent grammar and spelling that grab the attention of the audience. - Copywriting & Content Writing. - Working on the monthly content strategy. - Should have worked in the B2B market. - Ensuring the social media channels in use have regular, high quality and creative...

  • Business Executive

    6 months ago

    Thane, India One Plus Staffing Solution Full time

    We are looking for a resilient, empathic business development executive to contribute to the growth of our company. Business development executives are responsible for finding and retaining clients, encouraging extant clients to purchase added products or features, and remaining abreast of changes in consumption.Responsibilities:Should have min 3 Years of...

  • Customer Care Executive

    5 months ago

    Thane, India A2Tech Consultants Full time

    Company: 5Paisa Capital LTD Position: Customer care executive Location: Thane (wagle estate) mumbai SALARY :15K TO 22K **FRESHERS CAN APPLY** **Job description**: **Designation: CCE E-Sales** - To make outgoing calls to Clients. - To inform them about IIFL products and services. - Trying to convince them to be a Sub Broker of IIFL (Marketing...

  • Voice Process

    2 days ago

    Thane, India LEADS 2 BUSINESS SOLUTIONS P LTD Full time

    **Job Opportunity: Voice Process - Hopper Universal (Travel Process)** **Position**: Customer Support Executive (French Language) **Location**: Teleperformance Thane (Work from Office) **Process Details**: - **Industry**: Travel - **Language Requirement**: - **French**: B2 to C2 level communication skills - **English**: C3 to C2 level communication...

  • Sales Executive

    2 months ago

    Thane, India Synnex Business Media Full time

    Major activities & responsibilities: - Oversee the sales process to attract new clients to generate business revenue and Sponsorship deals. - To connect to corporate leaders such as CEO, CXO, MD, VP, etc. - Reach out to Client leads, Market research and through Lead generation. - Create and maintain a database of target organization in the assigned...

  • Sales Executive

    1 month ago

    Thane, India Synnex Business Media Full time

    Major activities & responsibilities: - Oversee the sales process to attract new clients to generate business revenue and Sponsorship deals. - To connect to corporate leaders such as CEO, CXO, MD, VP, etc. - Reach out to Client leads through cold calling, Market research and through Lead generation. - Create and maintain a database of target organization in...

  • Business Operations Executive

    3 months ago

    Thane, India Bonace Engineers Pvt Ltd Full time

    **Company Name** Bonace Engineers Pvt. Ltd **Location** Thane (HO) **Experience** 1 to 5 Years **Job Opening** Business Operations Executive **JOB SUMMARY**: **Job Title**:Business Operations **Position Overview**: The Business Operations Executive is responsible for overseeing project management processes, ensuring timely updates of project...

  • International Voice Process Executive

    6 months ago

    Thane, India IMPACT Infotech Pvt. Ltd Full time

    We are hiring for International Voice Process Executive. PFB detailed insights into requirements. Versant - 58 and above scoring Communication - Excellent with not MTI Shifts - Open for rotational shift Number of Positions - 100+ Location - Mumbai & Bangalore - **Interview rounds** - CX Screening >> Versant (**58 & above**) >> CD >> Ops - **Location**...

  • Back Office Executive

    5 months ago

    Thane, India Pacific Placements and Business Consultancy Full time

    JOB VACANCY FOR BACK OFFICE EXECUTIVE (MALE/FEMALE ) JOB Description We are looking to hire an experienced back office executive to join our busy back office team. As a back office executive, you will be reporting to the back office manager and assisting with various administrative duties. This includes data management, project processing, market research,...

  • Inside Sales Executive

    1 month ago

    Thane, India Synnex Business Media Full time

    Major activities & responsibilities: - Oversee the sales process to attract new clients to generate business revenue and Sponsorship deals. - To connect to corporate leaders such as CEO, CXO, MD, VP, etc. - Reach out to Client leads, Market research and through Lead generation. - Create and maintain a database of target organization in the assigned...

  • Backoffice and Calling Process

    6 months ago

    Thane, India 3 Business Full time

    **Process**: - Backoffice Research and Calling Process **Role**: - It involves 90percent of of backend research and 40 percent of calling for data validation **Location-**Mahape **Education-** Graduate **Work Time**: - 9am to 7pm **All Sat and Sun fix off.** **Walking Address**: Office No - 709, A wing, 7 th floor Rupa solitari,Mbp,Mahape...

  • Processing Department Executive

    3 months ago

    Thane, India Excellency Legalisation Services Pvt. Ltd. Full time

    We would require a Full Time Processing Department Executive. **About **Legalisation Services Pvt. Ltd. **Legalisation Services Pvt. Ltd **is the India's leading **Apostille and Legalisation** (consular) agent, operating from offices at Mumbai and New Delhi. We were established in 1998, providing primarily a certification and legalisation service to...

  • Backoffice and Telecalling Process

    6 months ago

    Thane, India 3 Business Full time

    **Process**: - Backoffice Research and Telecalling Process **Role**: - It involves 60percent of of backend research and 40 percent of calling for data validation, Handling outbound calls, buildup leads through references, make quality calls as per calls quality assurance standard. **Location-**Mahape **Education-** Graduate **Work Time**: - 9am to...

  • Business Devlopment Executive

    2 months ago

    Thane, India Nettech India Full time

    **POSITION TITLE: - ** **BUSINESS DEVELOPMENT EXECUTIVE** **LOCATION: - **Thane, Mumbai **REPORTING TO: - **HR Manager **OBJECTIVE OF THE ROLE: - ** - To enhance our business in term of placements **KEY RESPONSIBILITIES: - ** - To coordinate with Exiting clients - To find new clients by using job portal ie naukari, monster ,indeed - Collaboration...

  • Acies | Business Process Specialist | thane

    4 days ago

    thane, India Acies Full time

    Highlight of the engagement opportunityNature of role: Business Process SpecialistsNumber of years of experience expected: 2 to 5 YearsAreas of past experience preferred: Operational risk, internal audits, risk-based process reviews, internal controls, SOP, and policies, incident management, fraud risk management, third party risks, business continuity...