Responsible for timely and accurate processing of Annuity and Pension Maturity
Timely and accurate processing of policy loan disbursement, settlement, policy assignment, annuity processing etc
Timely and accurate processing of MIS reporting - Monthly MBR PPT, Weekly Loan Further Requirement, TAT monitoring
Control reports monitoring and timely actioning on the outliers till closure
Preparing dashboards for Group Annuity payouts
Handling audits such as SDA, Concurrent / Internal, Statutory Audit and ensure no major issues
Responsible for system automation and bring in improvements on the handling mechanism. Initiate process improvements thereby ensuring high productivity and efficiency levels of the function
Liasion/ Engagement with various stakeholders- across all functional areas, including sales, business units, information technology and outside vendors for customer payouts, improve KPI scores and effective complaint resolutions.
Processing assigned activities related to Annuity, Loan & Segments
