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    Manager - Partner Support Team - Thane, India - Tata AIA Life Insurance

    tata aia life insurance background
    Description

    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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