Advisor

2 weeks ago

Thāne, Maharashtra, India WTW Full time ₹ 12,00,000 - ₹ 36,00,000 per year
Description

Principal Duties/Responsibilities

  • Sound understanding of the business model, the full transactional process, and role interfaces / dependencies within the own business unit and related functions.
  • Ensure adherence to Group policies and procedures.
  • Adherence and manage assigned team fundamental activities in accordance with compliance requirements.
  • Delivery of the A&S financial targets (Client/Carrier Debt, Cash, Funding, Unsettled Payables, Claims and other deliverables) on the assigned portfolio.
  • Deliverables on the SLA as per the agreed timelines for each process.
  • Ensure adherence to the Willis service standard (Willis Excellence Model).
  • Ensure ongoing, sustainable and dynamic relationships with stakeholders (Internal/external) whilst managing their expectations.
  • Effective management of processes and timescales in accordance with agreed procedures.
  • Prompt and effective escalation of fiduciary issues in accordance with A&S protocols.
  • Understand individual portfolio requirement (KYC) and proactively service a portfolio of accounts in line with existing service model.
  • Operate within the guidelines of internal and external regulators.
  • Manage critical activities with high levels of accuracy

Responsible for Legacy Clearance and achieving results as per business target model

Qualifications

Top 5 Competencies

  • Planning and Organizing
  • Action Oriented
  • Cognitive Ability (Problem solving, Attention to detail)
  • Client Focus (for External stakeholders) and Collaboration (for Internal stakeholders)
  • Adaptability

Required Qualifications, Skills, Knowledge, Experience

Qualifications: Minimum bachelor's degree required (Commerce Stream only)

Skills

  • Use of clear business English to enable effective direct communication (Verbal/Written) with stakeholders.
  • Good ability to plan and manage personal workload efficiently and effectively, correctly evaluating importance and prioritizing within stiff timelines.
  • Should be proficient with internal & external working processes of the BU. .
  • Ability to learn new processes and systems, also should have the ability to adapt to changes
  • Achieve results through a clear understanding of escalation procedures and effective business communication routes / approaches.
  • Effective at getting positive responses in relevant negotiations with stakeholders, peers & seniors.
  • Aware and be able to understand about the insurance industry.
  • Highly Self-driven in managing own portfolio and assigned responsibilities with accuracy.
  • Have an eye for detail to identify process gaps and suggest workable solutions to mitigate the same.

Knowledge:

  • Prefer having good understanding of Accounting & Finance and ideally has knowledge of Client (Accounts Receivable) /Carrier (Accounts Payable) service process & procedures.
  • Knowledge of MS Office Suite.

Travel:

  • Open to travel to Singapore as per business requirements.

Eligibility Criteria:

  • Performance rating: 3 or above in the latest performance review cycle
  • Not on written warning for behaviour or performance within the last 12 months

Experience

  • Existing Senior Advisor with minimum 1 Year of experience in the current role
  • Colleague should have spent at least 24 months in the current business unit

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