Senior Executive- New Business Sub Process

Refund (TAT to be maintained as per IRDA regulations, Disbursement & Vendor Recon

Collect or download input data from CRM-NCIT/ODS/NBFEUIM/report to derive the final U/W date for refund TAT calculation.

• Fund Transfer/ Credit Card Extraction –

-FT document verification & adhere scrutiny check points

-Validate collection details for online payment

• NTU/Reopening/Cancellation

- Validate the cancellation and reopening request and process in the system

-NTU – Reconciliation to be done based on weekly basis for NTU

• Automation of New Business processes

-Check the feasibility for system automation for NB process and raise the CR & PIR wherever required

• Customer communication

-Ensure communication is getting triggered on time for the handled process

• Vendor Management

- Manage vendors in respective function effectively and in cost efficient manner

• Complaints / Escalations – Ensure to minimize the escalation & complaints for handled process
• MIS/Report Preparation – Based on requirement share the MIS and Report submission
• Billing/Provisioning/Documentation – Ensure Billing, provision & document work happened as per Timelines.
• Risk Management/ Compliance – Risk & compliance submission report is important task hence must deliver as per received timelines.
• Awards & Campaign management -