Manager - Partner Support Team
Location
Thane | India
Job description
A Position Overview Position Title Manager - Central Partner Support Team, Thane HO
Department Operations
Level / Band Manager
B Organisational Relationships Reports to Direct Sr. Manager - Central Partner Support
Matrix Not Applicable
Supervises None
C Job Dimensions Geographic Area Covered All locations from HO
Stakeholders Internal All departments
External All the customers
Roles and Responsibilities of Manager (CPST POD): - Understanding on critical bank & regulatory guideline during onboarding of client
- Product understanding & raising user requirement for partner & regulatory perspective
- Capture all checks implemented by partners
- Work on EODB / simplification of onbaroding journey both for client & seller at the same time ensuring guidelines & risk points are followed
- Test scope preparation for all partners across all products & new changes
- Changes would include but not limited to - Pre issuance verification, scripts to be followed during verification, Senior Citizen, Premium / income-based checks, ULIP / Trad / Protection related requirements etc.
- Test scope execution / UAT review & sign off
- Plan & execute download & training of field team on changes prior to launch
- Preparation of adhoc partner requirement on data, MIS, audit & regulatory requirement
D Key Result Areas Adhoc Audit completion. Monthly Audits. . Prioritization of job
. Provide feedback to senior management on important audit observations for process improvements
. Coordination with relevant departments
Adherence to established processes . Following the process & provide support to business team
Manage the presentations
. Monthly PPT's to be completed
E Skills Required Technical . Knowledge of Life Insurance product types and terminologies
. Knowledge of preparing test scopes and executing the same
. Knowledge of processes and systems.
. Person should be observant and should see the impact of eyeballs checks and also look forward for rectifications of data basis Audits
. Basic Knowledge of Insurance industry preferable
. MS Office, PowerPoint
Behavioral (Refer Appendix for details) Level 1(rarely / not required) Level 2 (required frequently) Level 3(essential for position) Interpersonal skills
Communication skills
Creative thinking skills
Supervising/Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
Incumbent Characteristics Essential Desired Qualification Bachelor Degree
Professional Management Qualification
Experience ( Senior Executive)2 Years in a Service Sector preferably in Insurance / banking
3-4 Years in Financials Customer Services / Audit & Risk
Job tags
Salary
