Senior Executive

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.