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Senior Executive - New business Sub process

ConfidentialThane

21 days ago

Job description

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

Key Result Areas

Refund (TAT to be maintained as per IRDA regulations, Disbursement & Vendor Recon)

Collect or download input data from CRM-NCIT / ODS / NBFEUIM / report to derive the final U / W date for refund TAT calculation.

Fund Transfer / Credit Card Extraction

FT document verification & adhere scrutiny check points

Validate collection details for online payment

NTU / Reopening / Cancellation

Validate the cancellation and reopening request and process in the system

NTU - Reconciliation to be done based on weekly basis for NTU

Automation of New Business processes

Check the feasibility for system automation for NB process and raise the CR & PIR wherever required

Customer communication

Ensure communication is getting triggered on time for the handled process

Vendor Management

Manage vendors in respective function effectively and in cost efficient manner

Complaints / Escalations

Ensure to minimize the escalation & complaints for handled process

MIS / Report Preparation

Based on requirement share the MIS and Report submission

Billing / Provisioning / Documentation

Ensure Billing, provision & document work happened as per Timelines

Risk Management / Compliance

Risk & compliance submission report is important task hence must deliver as per received timelines

Awards & Campaign management

Competencies (Please copy paste from Competency Dictionary)

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 stakeholders (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

Is effective in communicating ideas, solutions, suggestions to customer via email and letters.

Appropriately expresses ones own opinion.

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

Technical

Behavioral

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

3–5 Years in a Service Sector

3–5 Years in Financials Customer Services / Queries handling

MIS and PPT skills

Skills Required

Customer Service, Ms Excel, Data Analysis, Mis Reporting, Complaints Handling, Communication

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