Executive - New Business Sub Process - Thane, India - Tata AIA Life

Tata AIA Life

Verified Company

Thane, India

1 week ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

**Job Description

A Position Overview

Position Title
Executive

Department
New Business Sub Process Unit

Level/ Band
201
-
Role Summary:Handling of below new business activities

New Business Refund
Fund Transfer
NTU/Reopening/Cancellation
Customer communication
Vendor Management
Complaints
MIS/Report Preparation
Billing/Provisioning/Documentation
Risk Management/ Compliance
Awards & Campaign management

B Organizational Relationships

Reports to

Manager - New Business Sub Process Unit

Supervises

Mangesh Saste

C Job Dimensions

Geographic Area Covered
All locations from the HO

Stakeholders Internal
All departments

External
All the customers

D Key Result Areas

Refund (TAT to be maintained as per IRDA regulations, Disbursment & Vendor Recon
Fund Transfer

/ Credit Card Extraction

NTU/Reopening/Cancellation
Automation of New Business processes
Customer communication

Vendor Management

Manage vendors in respective function effectively and in cost efficient manner
Complaints

/ Escalations

MIS/Report Preparation
Billing/Provisioning/Documentation
Risk Management/ Compliance
Awards & Campaign management

***
E Competencies (Please copy paste from Competency Dictionary)

Competency For

Proficiency Scale

Proficiency Scale Description

Customer &

Consumer Orientation

2
Communicates with the customer and consumer to understand their stated needs.

Provides the expected services, as per the organization policies and procedures.

Identify gaps with respect to current processes to reduce turn around time.

Business Acumen and

Functional Knowledge
1

Is updated and aware of the products, systems and regulatory guidelines applicable to the department.

Possesses thorough knowledge of policy life cycle and policy non forfeiture clauses and conditions.

Has basic understanding of own role and utilizes required skills and knowledge for own area of work to complete routine

tasks.

Demonstrate basic understanding of SQL & MS Excel.

Collaboration & Networking
1

Keeps self aware of the important stake holders (decision makers & influencers)necessary for delivering results.

Communicates & connects consistently with colleagues, customers and channel partners to respond and resolve their

concerns and queries.

Remains courteous while dealing with colleagues, channel partners, and customers.

Seeks guidance in case of ambiguity.

Proactively observes the customer service practices in other companies and industries and shares information with

supervisor.

Decision Making and

Solution Orientation
1

Understands the urgency and is quick in escalating the matter to concerned authority if required.

Appears comfortable making routine

decisions.

Identifies & communicates the need for change in own area of operation.

Identifies & resolves bottlenecks in the change process.

Effective Communication
2

Appropriately expresses one-s own opinion.

Is able to refrain from immediate judgment and criticism of others
- ideas, delivering criticism in a way that demonstrates

sensitivity to other-s views.

Acts to understand and respond appropriately to the concerns of others; demonstrates openness and receptivity to

new information.

G Skills Required

Technical

Listening skills, Communication skills, & thorough knowledge of processes and systems.
Data analysis
Basic Knowledge of Insurance industry preferable
MS Office (Excels, MS access and powerpoint presentation)

TechnicalBehavioral**
Essential

Desired

Interpersonal skills
Yes

Communication skills
Yes

Creative thinking skills
Yes

Supervising/Leadership skills
Yes

Teamwork Skills
Yes

Influencing skills
Yes

Relationship Building skills
Yes

Decision making skills
Yes

H Incumbent Characteristics

Essential

Desired

Qualification
Bachelor Degree

Professional Management Qualification

Experience
3-4 Years in a Service Sector

3-4 Years in Financials Customer Services / Queries handling.

MIS and PPT skills