Job Description

Position

AM - Ecommerce

Incumbent

New

Department

Digital Marketing & Ecommerce

Function

Ecommerce

Reporting to

CM Enablement - Ecomm

Band

5A

Location

Gurgaon

Team size (D/I)

NA

JOB SUMMARY

The incumbent of the role will be a part of Max Life's Ecommerce channel team with responsibility for Process payment of the vendors/Partners/Agencies. Will be responsible for processing all PR/PO & invoices to release the payment. New Partner setup (onboarding) in AMLI system, Processing GST reimbursement invoices of Partners, IRDAI filing & Internal process Audit. The role is part of the Enablement team of Ecommerce channel and will report in to SM Enablement, Ecommerce.

KEY RESPONSIBILITIES

1. Process Payment of vendor/Partner/Agency (50%)
   • Raise PR/PO of agency/Vendor/Partner on monthly/quarterly/Half yearly/Yearly basis
   • Processing vendor payment on monthly basis.
   • Reconciliation of payment & expenses with the Vendor, partner and Agencies
   • Tacking of the processed invoices and day to day operation with Finance team
   • R&R management

1. Maintaining IRDAI filing (20%)
   • Checking social and other digital platforms on daily basis for the advertisement / Banners deployed.
   • Sending all deployed creatives with concern team for IRDAI filing
   • Maintaining repository of the filed Ads
   • Self-audit of all social platforms on quarterly basis

1. New Partner on boarding in AMLI system (10%)

1. • New partner on boarding in AMLI system with the help of DSDO team
   • Keeping track of the UTM's and agent codes in the system. Responsible for the agent codes which is getting expired / inactive in the system. Responsible to make them active with the help of partners.

1. Legal, Regulatory compliance & Internal Audit & agreement process (10%)

1. • New agreement/Renewal agreement process through mPearl
   • Creating and tracking of BR's in the system.
   • Maintaining repository of the agreements and agent codes

1. Facility enablement and event enablement for channel (10%) - Managing all the facility related items for the channel like Seating capacity management and NFO/Product Launch execution.

Measures of Success

• Timely processing of the PO's without Post facto
• Partner Payouts / Partner Payout TAT
• Audit Rating - Advertisement + Partner (without exceptions and delay in filing)
• Timely execution of the NFO / product launches
• Payout reconciliation- 100% reconcile reports

Key Relationships (Internal /External)

Internal:

Sub Channel leaders, SM and above in Ecom, Procurement & facility, Finance & taxation

External:

Partners and Vendors

Key competencies/skills required

• MIS and Reporting
• Process excellence and review rigor
• Written communication skills
• Ability to negotiate internally and externally

Experience

• Work experience of at least 5 years (At least 3 years in Insurance domain)
• Candidate should have Finance background with Back-office experience
• Proven track record of working with cross-functional teams and with external partners / Vendors

Job Description

Position

AM - Ecommerce

Incumbent

New

Department

Digital Marketing & Ecommerce

Function

Ecommerce

Reporting to

CM Enablement - Ecomm

Band

5A

Location

Gurgaon

Team size (D/I)

NA

JOB SUMMARY

The incumbent of the role will be a part of Max Life's Ecommerce channel team with responsibility for Process payment of the vendors/Partners/Agencies. Will be responsible for processing all PR/PO & invoices to release the payment. New Partner setup (onboarding) in AMLI system, Processing GST reimbursement invoices of Partners, IRDAI filing & Internal process Audit. The role is part of the Enablement team of Ecommerce channel and will report in to SM Enablement, Ecommerce.

KEY RESPONSIBILITIES

1. Process Payment of vendor/Partner/Agency (50%)
   • Raise PR/PO of agency/Vendor/Partner on monthly/quarterly/Half yearly/Yearly basis
   • Processing vendor payment on monthly basis.
   • Reconciliation of payment & expenses with the Vendor, partner and Agencies
   • Tacking of the processed invoices and day to day operation with Finance team
   • R&R management

1. Maintaining IRDAI filing (20%)
   • Checking social and other digital platforms on daily basis for the advertisement / Banners deployed.
   • Sending all deployed creatives with concern team for IRDAI filing
   • Maintaining repository of the filed Ads
   • Self-audit of all social platforms on quarterly basis

1. New Partner on boarding in AMLI system (10%)

1. • New partner on boarding in AMLI system with the help of DSDO team
   • Keeping track of the UTM's and agent codes in the system. Responsible for the agent codes which is getting expired / inactive in the system. Responsible to make them active with the help of partners.

1. Legal, Regulatory compliance & Internal Audit & agreement process (10%)

1. • New agreement/Renewal agreement process through mPearl
   • Creating and tracking of BR's in the system.
   • Maintaining repository of the agreements and agent codes

1. Facility enablement and event enablement for channel (10%) - Managing all the facility related items for the channel like Seating capacity management and NFO/Product Launch execution.

Measures of Success

• Timely processing of the PO's without Post facto
• Partner Payouts / Partner Payout TAT
• Audit Rating - Advertisement + Partner (without exceptions and delay in filing)
• Timely execution of the NFO / product launches
• Payout reconciliation- 100% reconcile reports

Key Relationships (Internal /External)

Internal:

Sub Channel leaders, SM and above in Ecom, Procurement & facility, Finance & taxation

External:

Partners and Vendors

Key competencies/skills required

• MIS and Reporting
• Process excellence and review rigor
• Written communication skills
• Ability to negotiate internally and externally

Experience

• Work experience of at least 5 years (At least 3 years in Insurance domain)
• Candidate should have Finance background with Back-office experience
• Proven track record of working with cross-functional teams and with external partners / Vendors