Manager - Partner Support Team

1 month ago


Thane, India Tata AIA Life Insurance Full time

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 requirement

DKey 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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