Mis Insurance and Mutual Fund

6 days ago

Mumbai Maharashtra, India Kuber and Company Full time

**Job Title:Assistant Manager - Insurance & Mutual Fund Distribution (Back-End Operations & Compliance)**

Department: Distribution Operations

Reporting to: Vice President/CFO

Location: Andheri East, Mumbai

**Job Summary**:
**Key Responsibilities**:
**A. Commission Processing & Reconciliation**
- Calculate and process payouts for agents, agencies, and distribution partners for insurance and mutual fund businesses.
- Perform regular reconciliation of income received from insurance companies and AMCs.
- Coordinate with accounts for correct GL accounting and TDS deductions.

**B. Compliance & Regulatory Reporting**
- Ensure all processes adhere to IRDAI guidelines for insurance distribution and SEBI regulations for mutual funds.
- Prepare and file required regulatory reports and maintain audit-ready documentation.
- Maintain updated documentation of standard operating procedures (SOPs) in line with compliance standards.

**C. Technology Platform Support**
- Assist in rolling out and managing the tech platform for insurance and mutual fund distribution.
- Coordinate with External tech teams and Vertical head to ensure functionality and user
- friendliness.
- Train end-users (field staff, operations, and partners) on platform usage and updates.

**D. Operational Support & Team Management**
- Supervise a small team responsible for back-end support functions.
- Monitor daily processing activities and resolve discrepancies or partner queries.
- Prepare and analyze MIS reports, dashboards, and performance trackers.

**E. Financial Accounting Interface**
- Lead the finance team for timely entries and reconciliations of income and commission.
- Support in periodic audit reviews and internal controls over financial processes.

**Required Skills & Qualifications**:

- B Com, M Com, MBA or Inter CA, CA.

**2-5 years of relevant experience in insurance or mutual fund back-end operations.**
- Good understanding of IRDAI and SEBI regulations.
- Strong analytical, Excel, and reconciliation skills.
- Working knowledge of ERP systems or back-office automation tools preferred.
- Ability to manage multiple stakeholders, handle deadlines, and lead a small team.

**Preferred Experience**:

- Experience in setting up or managing insurance/mutual fund tech platforms.
- Exposure to distribution-led business environments or financial services startups.

**Atleast CA Internship experience is mandatory**

Pay: ₹500,000.00 - ₹900,000.00 per year

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