Aditya Birla Sun Life Insurance
Website:
adityabirlacapital.com
Job details:
Enabling Skill Sets & Qualifications
The skills required for this role are commercial acumen, goal orientation and experience required for this role is B.Com/M.Com/MBA with minimum 1years of work experience with specific exposure to operation related activity Post Disbursement.
KRA
Key Result Areas
Supporting Actions
Liaising
- Interacting with all the stake holders for all Post disbursal activity related to processing of Part Payment, Foreclosure, Rescheduling activities, TDS refunds.
Foreclosure
- Responsible for processing and closure of various CRM request on timely basis.
- Ensuring foreclosure charges are checked as per SL/MITC and correct foreclosure charges are levied to the customer at the time of closure.
- Handle escalations of customer (If any)
- Ensuring Nil observation is received during Internal audit.
Part Payment / ROI Request
- Responsible for Processing all the part payment/ROI request received through CRM as per TAT in a timely manner.
- Ensuring Part Payment charges/ROI Charges are checked in SL/MITC, and correct charges are levied to the customer at the time of Processing the Part Payment request.
- Ensuring approvals as per matrix are checked while processing ROI Request and appropriate fees is levied as per process.
Refund
- Responsible for processing all the Refund requests in system and CRM as per TAT in a timely manner.
- Checking of Appropriate approval prior to processing the refund.
- Ensure correct calculation of TDS refund as per Tax documents received by the customer and confirmation from accounts and reconciliation team.
Vendors Management
- Sharing MIS with the vendor for shredding of PDCs post LAN closure.
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