Job Description

:
A. Position Overview
Position Title
Executive/Senior Executive
Department
Zone Operations
Level/ Band
Executive/Sr. Executives
B. Role Summary (Please specify the few lines one the overall role expectation and delivery)
Daily MIS supporting to the Branch for driving:
o Issuance
o S2S
o Opportunity analysis
o Coordination with AOH-TOH on a regular basis for various MIS and other requirement if any required .
o Coordination with other HO stakeholders for various MIS/Reports etc.
o Collating of issuance related feedbacks on a regular basis from the stakeholders.
o Preparing monthly dashboards/
o Preparing presentation as and when required for review purpose
C. Organizational Relationships
Reports to
Senior Manager
Supervises
Nil
D. Job Dimensions
Geographic Area Covered
Pan India
Stakeholders Internal
All Ops, HR,IT etc
External
Vendors
E. Key Result Areas ( In Bullet points )
o S2S Drive : Support the Branch team with daily S2S updates
o Support the Branch with Opportunity analysis from walk in/Outcall
o Issuance Drive : Track daily BOD pending details and share the same with all stakeholders
o Collate the feedback of resolve commitments
o Share the EOD updates on NB Pending cases
o Branch Mapping & Head count: share the mapping details with allied dept on a monthly basis or as and when there is a change
o Outcall data upload in Ubona every month post coordinating with HO S2S team.
o Prepare monthly /YTD dashboards
o Surrender Retention: Provide assistance to Branches in coordination with HO BCT team if any requirement
o Any other MISC MIS requirement as required by Sr.Management
F. Competencies (Please add relevant competencies . Competencies to be filled as per the Competency dictionary only)
Process Orientation 2
Customer & Consumer Engagement And Experience in a Hybrid World 2
Effective Communication 3
People Management 2
Attention To Details & Solution Orientation 1
Change Management 1
o
G Skills Required
Technical
Behavioral *
Essential
Desired
Interpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

H Incumbent Characteristics
Essential
Desired
Qualification
Graduation
Experience
2-3 Years in the area of MIS management
About Company:
Tata AIA Life Insurance Company Limited (Tata AIA Life) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life combines Tata's pre-eminent leadership position in India and AIA's presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life has written retail new business weighted premium of Rs. 2,692 crore for the financial year 2019-20. For the same period, the 13th month persistency of the company was at 89.10% and, the individual death claims settlement ratio was 99.06%. One of the fastest growing companies in the Life Insurance sector, Tata AIA Life is now ranked at no. 5, based on individual weighted new business premium.