Senior Manager - Employee Benefits

Job Description Document

Designation

Territory Head – Corporate Funds & Pensions ( for Sr. Manager)

Key Relationship Manager – Corporate Funds & Pensions (for Manager)

Grade

Senior Manager / Manager

Reporting into

Regional Head - Funds and Annuity

Location

Mumbai, Delhi, Bengaluru, Kolkatta

Department

Group Business

Team Management

Individual Contributor Role

Internal Stakeholders

Investments, Operations, F&A, Product, Mid-Office, L&C

External Stakeholders

CXOs, Trustees, Treasury Heads, Brokers / Banca / Agency teams, NPS SPOCs

Job Summary : Group Funds

• Explore and seek business opportunities in Large and Medium Corporates as well as PSUs for sourcing Group Funds – Retirals-Gratuity, Superannuation, Leave Encashments, Benevolence schemes etc
• Expand the Group Funds business across selected region- including Tier 1,2,3 cities
• Cross sell Group Funds to existing Group Life customers

Annuity / NPS Annuity Leads

Key Responsibilities :

Skills Required : Skill Type

Description

Level

Technical

Understanding working of Capital Markets

Medium

Technical

Key Account Management, Direct Sales

High

Technical

Understanding of Financial Statements, Compliances and Legal Documents (related to Group Funds)

Low / Medium

Technical

Resourceful with MS Office – Powerpoint and Excel especially

Medium

Behavioural

Engage and manage relationships with Internal & External Stakeholders

High

Communication

Written and Spoken skills

Medium

Background Requirements :

Education

Graduate. MBA Preferred.

Work Experience – No of Years

4 – 8 years of overall Work Experience

Work Experience – Nature

Preferred- Life Insurance experience

Can be considered

Organisation Structure