Assistant Manager - Corporate Business

Handling of proposals & actuarial valuation requests for prospective clients, computing of sum assured for both prospective & existing clients

Ensuring accuracy and compliance with the file & use while issuance of proposals

Liaisioning with External Actuaries for Actuarial Valuations

Drafting the Trust Deed & Rules and Deed of Variation for both prospective & existing clients

Issuance of policy contracts to new signed up clients, collection of new business documents, follow up for pending documents

Drafting & implementation of Standard Operating Procedures (SOP), monitoring of changes in process & amending the existing SOP/s

Regular monitoring of the existing processes and its conformance with the SOP and reporting deviations if any with corrective action plan

Ensuring accuracy of information & approach to be adopted while preparing of various regulatory & senior management reports including documenting of changes

Reconciliation of the Bank Account Statement with the Fund Movement Report and ensuring zero suspense & cash clearing balance. Tracking of clearances for contribution cheques and liasioning with the bankers and treasury team

Preparation of the monthly Compliance Report

Handling of clients, resolving of client queries

Ensuring accurate accounting of policyholder s contributions under respective policies

Monitoring policyholder related activities (plans setup, member enrolment and contribution data upload, invoice generation, claims & commission settlement, fund switching, policy termination) and their adherence to agreed internal and external SLAs

Handling of renewal of mandatory life cover for the gratuity policyholders

Handling of escalations and customer complaints and ensure satisfactory resolution

Handling of fund allocation, checking the system calculations , seeking approval on variance

Regular audit of the unit linked transactions viz. investment options of members, SIPs requested by the policyholders, claims settled

Regular updation of policyholder contact information

Understanding of Gratuity, Superannuation & Annuity

Comfort with numbers, use of formulas

Proficiency in MS Word, Excel, Outlook, PowerPoint