Executive - Thane, India - Tata AIA Life
Description
Executive - DOPS**Department
Distribution Operations
**Level/ Band
Executive - DOPS
**ROLE SUMMARY: **ORGANIZATIONAL RELATIONSHIPS
**Direct Reporting
Assistant Manager - DOPS
**Supervises
N/A
**JOB DIMENSIONS
**Geographic Area Covered
PAN India
**Internal / External Stakeholders
Operations,
Channel Sales and Training
IT, Finance
Distribution Partners, Agents, Business Associates & Vendors
**KEY RESULT AREAS
**Organization Process
**Key Contributions
**Frequency ( optional)
**Licensing Processes
- Overall knowledge of Licensing Processes.
- URN Generation, Document Quality Check
- Exam Processing knowledge on III Portal
- Coding Process on IRDAI Portal
- Coordination within internal team & support staff
- Coordination with NSEIT for examinations & Mega / Special Drives
- Coordination with III & IRDAI teams for resolution of technical issue
- Manage escalations routed through the hierarchy, pertaining to channel
- Oversee / Resolve Queries on Distributor Care ID and CRM.
- Resolution of Queries within agreed TAT.
- MIS on Queries and TAT
- Coordinate with internal stakeholders for effective resolution.
- Sharing qualitative MIS with operations and Sales.
- Calling and driving teams to pendency in Licensing and Leader Coding Process. and Handling CRM Service Requests.
- Manage Promotions, Demotions, CMC & regulatory reports.
- Working on projects within departments.
- Manage CR / UAT along with BSG team.
- Track and ensure Projects are delivered within agreed timelines along with BSG.
- Closely work with compliance and audit teams on various process related queries raise with proper resolutions.
**Technical
- Knowledge of Transactional-SQL (T-SQL).
- Excel and Power Point**Behavioral
Level 1
**(Rarely/Not Required)
Level 2
**(Required Frequently)
Level 3
**(Essential)
**Interpersonal skills
**Communication skills
**Creative thinking skills
**Supervising/Leadership skills
**Teamwork Skills
**Influencing skills
Relationship Building **skills
**Decision making skills
**Action oriented
**Incumbent Characteristics
**Essential
**Desired
**Qualification
- Graduate
- Post
- Graduate
- One year in Licensing team & MIS
- Handling Queries from internal / external stakeholders
- Documents Quality Checks
- Experience in Financial sector will be preferred
_Disclaimer: __This Job Description is indicative in nature. The duty list/Goal Sheet provided to you can vary from the aforesaid in view of Organizational need/requirement from time to time._
