Career Opportunities |
Position | DM - SETU Desk | No. of Positions | 1 |
Department | Operations | Function | Policy Issuance - SETU DESK |
Reporting to | Manager - SETU DESK | Band | 5B |
Location | Gurgaon | Last Date of Submission |
Key Responsibilities & Indicative time allotment Customer on-boarding and Issuance Deliverables - 50% - Drive Targeted applied to paid ratios in respective Offices.
- Enhance M0 ratios to maximize AFYP. (Protection and Retail).
- WIP Management and improvement of Issuance and GO Actionable Resolution TATs.
- Liaison with other support units at Home Office (such as PI, UW, IT, Sales promotion etc) to ensure that all operational issues /help items pertaining to SETU Desk are resolved.
- Trainings of Front End Sales team, Sellers on various UW/PI guidelines and any updates
- Ensuring regular distribution engagement through various platforms
- Ensure regular training and process updates to distribution team
- Liaise with various departments at HO for smooth operations
MIS and Dashboards -50% - Business Number Reporting
- Data reconciliation.
- MIS / Dash boarding.
- Formulation / EXL expertise
- Expertise in PPT creation and reviews
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Desired qualifications and experience: - Graduate
- Must have a minimum of 3-4 years' experience, of which at least 1-2 years should have been spent in Operations and / or Customer Service
- Experience of branch Operations and / or Customer acquisition process preferably in Insurance, banking, telecom or MNC service companies
| Measure of Success: - More than 90% of applied to paid ratio.
- Consistent improvement in M0 Issuance.
- Improvement in NB process.
- Business Number Reporting
- MIS / Dash boarding
- DSAT
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Skills: - Knowledge of PI and UW
- WIP management
- Communication Skills
- Stakeholder Management
- Expertise in Systems like MS Office (Excel, word, ppt etc)
- MIS Dashboards
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