Executive

1 month ago


Thane, India Tata AIA Life Full time

Executive - DOPS

**Department
Distribution Operations

**Level/ Band
Executive - DOPS

**ROLE SUMMARY:
**ORGANIZATIONAL RELATIONSHIPS
**Direct Reporting
Assistant Manager - DOPS

**Supervises
N/A

**JOB DIMENSIONS
**Geographic Area Covered
PAN India

**Internal / External Stakeholders
Operations,

Channel Sales and Training

IT, Finance

Distribution Partners, Agents, Business Associates & Vendors

**KEY RESULT AREAS
**Organization Process
**Key Contributions
**Frequency ( optional)
**Licensing Processes
- Overall knowledge of Licensing Processes.
- URN Generation, Document Quality Check
- Exam Processing knowledge on III Portal
- Coding Process on IRDAI Portal
- Coordination within internal team & support staff
- Coordination with NSEIT for examinations & Mega / Special Drives
- Coordination with III & IRDAI teams for resolution of technical issue
- Manage escalations routed through the hierarchy, pertaining to channel

**Query Management / CRM
- Oversee / Resolve Queries on Distributor Care ID and CRM.
- Resolution of Queries within agreed TAT.
- MIS on Queries and TAT
- Co-ordinate with internal stakeholders for effective resolution.

**FTR Drive / MIS / IRDA Reporting
- Sharing qualitative MIS with operations and Sales.
- Calling and driving teams to pendency in Licensing and Leader Coding Process. and Handling CRM Service Requests.
- Manage Promotions, Demotions, CMC & regulatory reports.

**Projects / Audits
- Working on projects within departments.
- Manage CR / UAT along with BSG team.
- Track and ensure Projects are delivered within agreed timelines along with BSG.
- Closely work with compliance and audit teams on various process related queries raise with proper resolutions.

**Skills Required
**Technical
- Knowledge of Transactional-SQL (T-SQL).- Excel and Power Point**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
- One year in Licensing team & MIS- Handling Queries from internal / external stakeholders- Documents Quality Checks- Experience in Financial sector will be preferred**_Disclaimer: _**_This Job Description is indicative in nature. The duty list/Goal Sheet provided to you can vary from the aforesaid in view of Organizational need/requirement from time to time._


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