Manager - Axis

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Date: Apr 9, 2024

Location: Kolkata, WB, IN

Company: maxlifeins

 

Job Title : Hub Manager - Operations                                                                 

Position

Manager-Operations (AXIS)

No. Of Positions

1

Department

Operations

Function

Operations – AXIS

Reporting to

Chief Manager/AVP – Axis Operations

Band

 4

Location

Kolkata Zonal Office

Last date of submission

 

Key Responsibilities: 

1) DRIVING OPERATIONAL EFFICIENCIES 

ü Weekly/Fort-nighly Governance calls/Meetings

ü Monthly FWG with Bank and Distribution 

ü Quality of Business discussions and drive (Persistency/ E2R/ Free-look / issuance/ leakage/ Claims ) for Circle/cluster

ü MOM drive and ATR resolution

2) DISTRIBUTION ENAGAGEMENT ( Circle/Cluster)

ü Weekly/Fort-nighly Governance calls/Meetings

ü Quality of Business discussions and drive (Persistency/ E2R/ Free-look / issuance/ leakage/ Claims ) for Circle/cluster and Branches 

ü MOM drive and ATR resolution

3) ESCALATION & QUERY MGMT Single point of contact for Bank Complaint and service query / Under writing management from bank /RBBH/ Circle Head

4) TRAINING : Train and educate bank staff on the various ops process and new initiatives and address FAQs

Measure of Success:

 

Ø >90% M0 issuance and 94% M2 Issuance

Ø 100% Customer Service and complaint resolution within TAT

Ø Bank Partner, Customer satisfaction score-top 2 boxes with more than 70%

Ø Customer retention and reduction in leakage (less than 6 % pre and post)

Ø Ops process awareness and trainings in Bank and Distribution team on ops processes and policies 

Ø Meet the renewal / persistency targets

Ø Meet the Surrender retention targets

Ø Audit ratings of 2 or above in all internal audits

 

 

Desired qualifications and experience:

 

· A Graduate/MBA

· Experience of 3-5 years plus in operations or customer services in a financial services industry.

Knowledge and skills required:

 

· Good communication skills

· Customer centric approach

· Process documentation and systems approach

· Previous experience preferably in relationship management and cross functional engagement

· Computer skills in using databases and office management software including spreadsheets/presentation skills.

 

 

Job Title : Hub Manager - Operations                                                                 

Position

Manager-Operations (AXIS)

No. Of Positions

1

Department

Operations

Function

Operations – AXIS

Reporting to

Chief Manager/AVP – Axis Operations

Band

 4

Location

Kolkata Zonal Office

Last date of submission

 

Key Responsibilities: 

1) DRIVING OPERATIONAL EFFICIENCIES 

ü Weekly/Fort-nighly Governance calls/Meetings

ü Monthly FWG with Bank and Distribution 

ü Quality of Business discussions and drive (Persistency/ E2R/ Free-look / issuance/ leakage/ Claims ) for Circle/cluster

ü MOM drive and ATR resolution

2) DISTRIBUTION ENAGAGEMENT ( Circle/Cluster)

ü Weekly/Fort-nighly Governance calls/Meetings

ü Quality of Business discussions and drive (Persistency/ E2R/ Free-look / issuance/ leakage/ Claims ) for Circle/cluster and Branches 

ü MOM drive and ATR resolution

3) ESCALATION & QUERY MGMT Single point of contact for Bank Complaint and service query / Under writing management from bank /RBBH/ Circle Head

4) TRAINING : Train and educate bank staff on the various ops process and new initiatives and address FAQs

Measure of Success:

 

Ø >90% M0 issuance and 94% M2 Issuance

Ø 100% Customer Service and complaint resolution within TAT

Ø Bank Partner, Customer satisfaction score-top 2 boxes with more than 70%

Ø Customer retention and reduction in leakage (less than 6 % pre and post)

Ø Ops process awareness and trainings in Bank and Distribution team on ops processes and policies 

Ø Meet the renewal / persistency targets

Ø Meet the Surrender retention targets

Ø Audit ratings of 2 or above in all internal audits

 

 

Desired qualifications and experience:

 

· A Graduate/MBA

· Experience of 3-5 years plus in operations or customer services in a financial services industry.

Knowledge and skills required:

 

· Good communication skills

· Customer centric approach

· Process documentation and systems approach

· Previous experience preferably in relationship management and cross functional engagement

· Computer skills in using databases and office management software including spreadsheets/presentation skills.