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Tata AIA Life

Executive - MIS

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  • Posted 22 hours ago
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Job Description

Role description

A Position Overview

Position Title

Executive -MIS

Department

Partnership Distribution

Level/ Band

Executive

Role Summary:

  • To track renewal & initial payment process and resolve sales queries
  • Work with Branch/IT and ensure payment method is recorded in Talic as per agreed TAT
  • To coordinate with bank and share relevant files/documents for processing Initial & Renewal Payment
  • Preparation of MIS and circulate to relevant stakeholder
  • To coordinate with vendors & get transactions processed on time & also system enhancements
  • Process autopay & payment related transactions

B Organizational Relationships

Reports To

Supervises

-

C Job Dimensions

Geographic Area Covered

HO PAN INDIA

Internal Stakeholders

Sales Team

Finance

IB-Support Team

External

Channel Partner

D Key Result Areas

Key Result Areas

External

  • Coordination with Branch/Bank/Sales/Vendor for Initial & Renewal payment process

Internal Stake Holders

  • Preparation of renewal premium debit file.
  • Updation of autopay methods in Talic system.
  • Preparation of MIS and share with stakeholders
  • Tracking of autopay & premium collection status in TALIC system.
  • Preparation of MBR reports & PPT for management & Stakeholders
  • Works on system enhancements& do the RCR for issues & fix it with the help of IT.

E Skills Required

Type of Skills

Essential

Desired

Technical Skills

Database management

X

Data Interpretation

X

Data Base Control Through MS Excel

X

Behavioral Skills

Interpersonal

X

Communication

X

Creative thinking

X

Supervising/Leadership

X

Teamwork

X

Influencing

X

Relationship Building

X

Decision making

X

F Incumbent Characteristics

Essential

Desired

Qualification

Graduate

Post Graduate

Experience

  1. Experience in MIS roles
  2. Data base management through Xls
  3. Excel,PPT & MBR
  4. Vendor management

(1 - 3 years of experience)

More Info

Job Type:
Industry:
Function:
Employment Type:

About Company

ata AIA Life Insurance Company Limited (Tata AIA Life Insurance) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life Insurance combines Tata&#8217&#x3B;s preeminent leadership position in India and AIA&#8217&#x3B;s presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life Insurance is also one of the leading insurers in the Indian private sector.

Job ID: 146207007

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