- Location
- Maharashtra, India
- Job type
- Full-time
About the role
Aditya Birla Sun Life Insurance
Website:
adityabirlacapital.com
Job details:
- 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.
- 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.
- 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.
- 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.
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