TM-Mgr-Revenue Assurance-Delhi

Job Description

1. AUM Conversation Data Management:

• Manage daily reporting and impact measurement.
• Track and report the ratio of surrender to AUM.
• Monitor and report surrender amounts in Cr.
• Analyze ULIP retention rates across branches.

1. Level 2 Retention Management:

• Ensure timely and accurate daily stop payouts.
• Update L2 retention data weekly with a focus on TAT and accuracy.
• Daily allocation of L2 data.
• Validate monthly bills, ensuring accuracy and timeliness.

1. Retention Tool Program Management:

• Address retention tool queries and coordinate with vendor team for resolution.
• Send daily MIS and conduct governance calls for tool usage.
• Weekly review update and insights.
• Coordinate monthly training sessions.
• Compile and report retention champion data monthly.

1. Process Efficiency and Data Analysis:

• Develop smart reporting systems to save person-hours.
• Initiate and implement error-free processes.
• Drive automation initiatives to enhance efficiency.
• Conduct VOC/VOE analysis and provide qualitative inputs.
• Perform ad-hoc root cause analysis (RCA) with a focus on TAT and accuracy.
• Conduct weekly reconciliations.

Qualifications:

• Bachelor's degree in Information Systems, Business Administration, or a related field.
• Proven experience in data management, reporting, and process improvement.
• Strong analytical and problem-solving skills.
• Proficiency in MS Office, especially Excel.
• Excellent communication and coordination skills.

Preferred Skills:

• Experience with MIS tools and software.
• Knowledge of financial services and retention management.