Manager - Partner Support Team
1 month ago
APosition Overview
Position Title
Manager – Central Partner Support Team, Thane HO
Department
Operations
Level/ Band
Manager
BOrganisational Relationships
Reports toDirect
Sr. Manager – Central Partner Support
Matrix
Not Applicable
Supervises
None
CJob Dimensions
Geographic Area Covered
All locations from HO
StakeholdersInternal
All departments
External
All the customers
Roles and Responsibilities of Manager (CPST POD):
Understanding on critical bank & regulatory guideline during onboarding of client Product understanding & raising user requirement for partner & regulatory perspective Capture all checks implemented by partners Work on EODB / simplification of onbaroding journey both for client & seller at the same time ensuring guidelines & risk points are followed Test scope preparation for all partners across all products & new changes Changes would include but not limited to – Pre issuance verification, scripts to be followed during verification, Senior Citizen, Premium / income-based checks, ULIP / Trad / Protection related requirements etc. Test scope execution / UAT review & sign off Plan & execute download & training of field team on changes prior to launch Preparation of adhoc partner requirement on data, MIS, audit & regulatory requirementDKey Result Areas
Adhoc Audit completion. Monthly Audits.
·Prioritization of job
·Provide feedback to senior management on important audit observations for process improvements
·Coordination with relevant departments
Adherence to established processes
·Following the process & provide support to business team
Manage the presentations·Monthly PPT’s to be completed
ESkills Required
Technical
·Knowledge of Life Insurance product types and terminologies
·Knowledge of preparing test scopes and executing the same
·Knowledge of processes and systems.
·Person should be observant and should see the impact of eyeballs checks and also look forward for rectifications of data basis Audits
·Basic Knowledge of Insurance industry preferable
·MS Office , PowerPoint
Behavioral (Refer Appendix for details)
Level 1
(rarely / not required)
Level 2
(required frequently)
Level 3
(essential for position)
Interpersonal skills
Communication skills
Creative thinking skills
Supervising/Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
Incumbent Characteristics
Essential
Desired
Qualification
Bachelor Degree
Professional Management Qualification
Experience ( Senior Executive)
2 Years in a Service Sector preferably in Insurance / banking
3-4 Years in Financials Customer Services / Audit & Risk
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