Max Financial Services
Location
Kolkatta | India
Job description
Job Title :HubManager - Operations | |||
Position | Manager-Operations (AXIS) | No. Of Positions | 1 |
Department | Operations | Function | Operations - AXIS |
Reporting to | Chief Manager/AVP - Axis Operations | Band | 4 |
Location | Kolkata Zonal Office | Last date of submission | |
Key Responsibilities: 1) DRIVING OPERATIONAL EFFICIENCIES ü Weekly/Fort-nighly Governance calls/Meetings ü Monthly FWG with Bank and Distribution ü Quality of Business discussions and drive (Persistency/ E2R/ Free-look / issuance/ leakage/ Claims ) for Circle/cluster ü MOM drive and ATR resolution 2) DISTRIBUTION ENAGAGEMENT ( Circle/Cluster) ü Weekly/Fort-nighly Governance calls/Meetings ü Quality of Business discussions and drive (Persistency/ E2R/ Free-look / issuance/ leakage/ Claims ) for Circle/cluster and Branches ü MOM drive and ATR resolution 3) ESCALATION & QUERY MGMT Single point of contact for Bank Complaint and service query / Under writing management from bank /RBBH/ Circle Head 4) TRAINING : Train and educate bank staff on the various ops process and new initiativesand address FAQs | Measure of Success: . 90% M0 issuance and 94% M2 Issuance . 100% Customer Service and complaint resolution within TAT . Bank Partner, Customer satisfaction score-top 2 boxes with more than 70% . Customer retention and reduction in leakage (less than 6 % pre and post) . Ops process awareness and trainings in Bank and Distribution team on ops processes and policies . Meet the renewal / persistency targets . Meet the Surrender retention targets . Audit ratings of 2 or above in all internal audits | ||
Desired qualifications and experience: . A Graduate/MBA . Experience of 3-5 years plus in operations or customer services in a financial services industry. | |||
Knowledge and skills required: . Good communication skills . Customer centric approach . Process documentation and systems approach . Previous experience preferably in relationship management and cross functional engagement . Computer skills in using databases and office management software including spreadsheets/presentation skills. |
Job Title :HubManager - Operations | |||
Position | Manager-Operations (AXIS) | No. Of Positions | 1 |
Department | Operations | Function | Operations - AXIS |
Reporting to | Chief Manager/AVP - Axis Operations | Band | 4 |
Location | Kolkata Zonal Office | Last date of submission | |
Key Responsibilities: 1) DRIVING OPERATIONAL EFFICIENCIES ü Weekly/Fort-nighly Governance calls/Meetings ü Monthly FWG with Bank and Distribution ü Quality of Business discussions and drive (Persistency/ E2R/ Free-look / issuance/ leakage/ Claims ) for Circle/cluster ü MOM drive and ATR resolution 2) DISTRIBUTION ENAGAGEMENT ( Circle/Cluster) ü Weekly/Fort-nighly Governance calls/Meetings ü Quality of Business discussions and drive (Persistency/ E2R/ Free-look / issuance/ leakage/ Claims ) for Circle/cluster and Branches ü MOM drive and ATR resolution 3) ESCALATION & QUERY MGMT Single point of contact for Bank Complaint and service query / Under writing management from bank /RBBH/ Circle Head 4) TRAINING : Train and educate bank staff on the various ops process and new initiativesand address FAQs | Measure of Success: . 90% M0 issuance and 94% M2 Issuance . 100% Customer Service and complaint resolution within TAT . Bank Partner, Customer satisfaction score-top 2 boxes with more than 70% . Customer retention and reduction in leakage (less than 6 % pre and post) . Ops process awareness and trainings in Bank and Distribution team on ops processes and policies . Meet the renewal / persistency targets . Meet the Surrender retention targets . Audit ratings of 2 or above in all internal audits | ||
Desired qualifications and experience: . A Graduate/MBA . Experience of 3-5 years plus in operations or customer services in a financial services industry. | |||
Knowledge and skills required: . Good communication skills . Customer centric approach . Process documentation and systems approach . Previous experience preferably in relationship management and cross functional engagement . Computer skills in using databases and office management software including spreadsheets/presentation skills. |
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