RB - Third Party Products:IPG- Mutual Fund Channel Support
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| RB - Third Party Products: IPG- Mutual Fund Channel Support | |||||
| INTERNAL USAGE: | |||||
| No. of Vacancies: | 1 | Reports to: | |||
| Is a Team leader | No | Team Size: | 1 | ||
| Grade: | Deputy Manager, Manager | ||||
| Business: | Department: | Sub-Department: | |||
| Location: | |||||
| About Third Party Products | |||||
| The Third Party Products Team is responsible for managing the products which are manufactured by third parties, like Life or General Insurance Company is manufacturer of insurance plans, an AMC is the manufacturer of Mutual funds. Bank acts as a distributor of these products with respective regulatory approvals/licensing like AMFI Registration for distribution of Mutual Funds, Corporate Agency licensing for Insurance products etc. | |||||
| AbouttheRole | |||||
| The MF Channel Support is responsible for managing the Mutual Fund Product distribution processes, Compliance, Complaints and data management. Liasoning with AMCs and on-boarding empaneling new AMCs. Managing NFO related activities. The process manager is also responsible for distributor license renewal from time to time. | |||||
| Key Responsibilities | |||||
Co-ordination with LI partners & ABR for availability of business reports and dashboards (T+1). Managing daily dashboards and ensuring accuracy of these MIS. Ensuring Unidesk Query, business credit related query resolution through ABR within (T+2) days. Accuracy of reports for audit and regulatory filing. Aligning the resource role file with SP mapping and sharing the same with partners every 10 days. Resolving ad hoc requests coming from CO & field regarding business numbers, inclusion of offline cases or reporting discrepancy to partners. Releasing all necessary dashboards daily from Life ID to relevant stakeholders in co-ordination with the partners. Prepare & provide AOP data on a monthly basis and steeplechase business update on a weekly basis. Inter department co-ordination for streamlining reports. Updation of SP & branch mapping in LIC system. Tracking of cancellation & refund for LIC. | |||||
| Qualifications | |||||
Optimal qualification for success on the job is: Post Graduate with at least 2-4 years of experience and good knowledge of fundamentals of Third Party Products and its sales processes | |||||
| Role Proficiencies: | |||||
For successful execution of the job, the candidate should possess the following: Needs to have very strong in-depth knowledge of Mutual Fund Product and exposure to Basic Banking. Needs to be very approachable and should have the ability to work in challenging environment. Excellent communication skills, ability to maintain good rapport with all stakeholders. Eye for details, meticulous and creative Excellent analytical and troubleshooting skills. Advance knowledge of MS Excel/PPT, capability to work on large data |
Job ID: 152510887
