Senior Executive
Published date: 2024/01/10
- Location: Thane, Maharashtra, India
Sr. Executive - DOPS
Department
Distribution Operations
Level/ Band
ROLE SUMMARY: Handling Payout, Branch queries, & Reconciliations.
ORGANIZATIONAL RELATIONSHIPS
Direct Reporting
Assistant Manager / Manager – DOPS
Supervises
N/A
JOB DIMENSIONS
Geographic Area Covered
PAN India
Internal / External Stakeholders
Operations,
Channel Sales
IT, Finance
Distribution Partners, Agents, Business Associates & Vendors
KEY RESULT AREAS
Organization Process
Key Contributions
Frequency ( optional)
Payouts – Commission & Contest
· Ensuring correctness of Commission payout process
· Reconciliation of payout data.
· Co-ordinate with Finance team for smooth flow of payout.
· Ensure correct development regards to commission rates of new product launch.
· Co-ordinate with internal stakeholders for effective resolution.
Query Management
· Handling Samadhan queries on daily basis within the TAT
· AML hold/release
· Co-ordinate with internal stakeholders for effective resolution.
MIS & Data requirement
· Share the bank/UTR details with stakeholders.
· Preparation of Project Most report
· Income statement shared with Channel partner.
· 15CA details
· GST updation
Adhoc Activities to support channel & distributors
· Data extraction as & when required as per the requirement.
· Managing SMS triggering portal for adhoc request received from channel/stakeholders for communication to agents / distributors.
Skills Required
Technical
· Knowledge of Transactional-SQL (T-SQL).
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 in any Discipline
Experience
· 1-2 years’ experience Contest/initiatives & commission payout
· MIS/ Reporting
Experience in Insurance 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.
Department
Distribution Operations
Level/ Band
ROLE SUMMARY: Handling Payout, Branch queries, & Reconciliations.
ORGANIZATIONAL RELATIONSHIPS
Direct Reporting
Assistant Manager / Manager – DOPS
Supervises
N/A
JOB DIMENSIONS
Geographic Area Covered
PAN India
Internal / External Stakeholders
Operations,
Channel Sales
IT, Finance
Distribution Partners, Agents, Business Associates & Vendors
KEY RESULT AREAS
Organization Process
Key Contributions
Frequency ( optional)
Payouts – Commission & Contest
· Ensuring correctness of Commission payout process
· Reconciliation of payout data.
· Co-ordinate with Finance team for smooth flow of payout.
· Ensure correct development regards to commission rates of new product launch.
· Co-ordinate with internal stakeholders for effective resolution.
Query Management
· Handling Samadhan queries on daily basis within the TAT
· AML hold/release
· Co-ordinate with internal stakeholders for effective resolution.
MIS & Data requirement
· Share the bank/UTR details with stakeholders.
· Preparation of Project Most report
· Income statement shared with Channel partner.
· 15CA details
· GST updation
Adhoc Activities to support channel & distributors
· Data extraction as & when required as per the requirement.
· Managing SMS triggering portal for adhoc request received from channel/stakeholders for communication to agents / distributors.
Skills Required
Technical
· Knowledge of Transactional-SQL (T-SQL).
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 in any Discipline
Experience
· 1-2 years’ experience Contest/initiatives & commission payout
· MIS/ Reporting
Experience in Insurance 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.
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