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Banking and Finance Leader

2 weeks ago

Chennai, Tamil Nadu, India beBeeLeader Full time ₹ 10,00,000 - ₹ 15,00,000
Banking and Finance Professional

We are seeking experienced professionals to join our team in Banking and Finance. The successful candidate will be responsible for handling written enquiries from policyholders, processing back-office insurance tasks, and contributing to team meetings and projects.

The role requires strong written communication skills, knowledge of insurance operations, customer service, and compliance with industry regulations. Additionally, the candidate should have experience working within defined procedures and service standards, collaborating in self-managed teams, and suggesting improvements while maintaining high quality and compliance.

The position involves managing post-retirement ARF processes, including new business input, income payments, surrenders, top-ups, and fund switches, with a focus on accuracy, timeliness, and regulatory compliance. The ideal candidate will use internal systems to execute and monitor ARF transactions, collaborate with teams to ensure service quality, and maintain confidentiality while delivering high service standards.

Strong leadership skills are also required, with experience in managing cross-functional teams, ensuring process adherence and service levels, coordinating with Risk, Compliance, and Quality for 3LoD readiness, leading transitions including knowledge transfer and production ramp-up, and continuously identifying and implementing improvement opportunities to elevate operational efficiency and service delivery.

Key Responsibilities:

  • Manage written enquiries from policyholders
  • Process back-office insurance tasks
  • Contribute to team meetings and projects
  • Ensure service quality and maintain confidentiality
  • Use internal systems to execute and monitor ARF transactions
  • Collaborate with teams to ensure process adherence and service levels

Requirements:

  • Strong written communication skills
  • Knowledge of insurance operations, customer service, and compliance with industry regulations
  • Experience working within defined procedures and service standards
  • Ability to collaborate in self-managed teams and suggest improvements
  • Leadership skills, including managing cross-functional teams and ensuring process adherence

Benefits:

The successful candidate will have the opportunity to work in a dynamic and challenging environment, with a competitive salary and benefits package.