Executive - Pd Tele Sales

**Job Description
**A.**
**Position Overview**

**Position Title**

MIS Executive

**Department**

PD Tele Sales

**Level/ Band**

Executive

B.
**Role Summary**
**(Please specify the few lines one the overall role expectation and delivery)**
- Min. 02 yrs industry experience as MIS executive in BFSI domain
- Good knowledge & hand on experience of Advance Excel, Macros,.vba tool
- Good knowledge of data analysis,.ppt & dashboard making
- Power BI tool knowledge would be extra added advantage

**C.**
**Organizational Relationships**

**Reports to**

**Amit Deshpande**

**Supervises**

**D.**
**Job Dimensions**

**Geographic Area Covered**

**Stakeholders Internal**

Internal Tata AIA Life, BIU Team

**External**

Call Centre Unit

**E.**
**Key Result Areas**
**( In Bullet points )**
- Call Centre Unit Reports Monitoring
- Reports Making for Business reviews
- Business Analysis Highlights

**F.**
**Competencies**
- Functional and technical ability

Displays broad level understanding of various product features and IRDA regulations on policy surrender. Understands how various business drivers interrelate & impact one-s area of work. Has fair understanding of customer portfolio based on geography, channel, product and seasonality of customer. Conducts basic analysis on customer data and uses this data to design response model and engagement campaigns. Uses available technology, systems, techniques, processes and call center to preserve and retain existing customer portfolio
- Technology, Digital and Analytics

Ability to analyze current technological trends, keeps track of key technological changes in industry and other markets. Shows agility for adopting new technology post systematic evaluation of the the solution. Continuously stays in touch with key networks and contacts, with an objective of leveraging technology for achieving goals. Effectively balances changing technological priorities and deliverables under unfamiliar situations or tight deadlines. Independently engages in tasks requiring interpretation of complex and often vague sets of information. Identifies gaps in information and makes assumptions in order to continue analysis and/or take action. Promotes digital literacy and fluency in the team.
- Developing, Managing & Working with Hybrid Teams

Builds and maintains healthy relations with hybrid team members to ensure seamless execution of work. Completely understands various functions and roles within the team and their interdependence. Manages own time and that of others working remotely, focusing on the things that are important. Collaborates with others and ensures that team members have the necessary information to operate effectively - online and offline. Builds others' confidence and motivates team members to perform their jobs. Works to provide a supportive environment by securing necessary resources and removing blocks to effective working
- Achievement Orientation

Understands and works towards goals set by Supervisor. Measures progress against targets. Seeks to understand reasons for obstacles and find ways to overcome. Eliminates unnecessary dependency and inefficiency in work processes and procedures. Synchronizes and aligns efforts with others towards attaining common goals. Involves employees in planning, problem solving and decisionmaking on matters that affects the team performance. Manage within available resources to deliver expected performance on task assigned.
- Strategic Orientation

Applies a broad business understanding to improve the performance and processes of the group. Prioritizes work in alignment with business goals, acts and implements strategies and policies in accordance with the organization's strategies, objectives and goals. Identifies the developments in the internal and external business environment. Reviews own actions against the organization's strategic plans.
- Building and Managing Relationships
- Customer & Consumer Engagement And Experience in a Hybrid World

Makes a conscious attempt to understand and act on the consumer and customer needs in a prompt and positive manner given the changing environment context, by anticipating the customers unstated needs, articulating them well and by providing the client service which exceeds expectations. Builds and maintains productive relationships based on trust in a hybrid work environment, with internal and external stakeholders/ customers. Reaches out to customer and identifies opportunities to increase connect through different preferred channels. Collates and analyses data based on customer pain points and coordinates with other departments to ensure effective resolution of system and process issues given the changing environmental and customer context

**G Skills Required**

**Technical**

**Yes**

**Behavioral **

**Essential**

**Desired**

**Interpersonal skills**

**Communication skills**

**Creative thinking skills**

**Supervising/Leadership skills**

**Teamwork Skills**

**Influencing skills**

**