5 Auditing. Jobs

Job Description Position Manager Incumbent Replacement Department Customer Retention Team Function Reporting to Chief Manager Band 4 Location 90 C Team size (D/I) Independent JOB SUMMARY Introduction The job involves managing the channel and Bank partners for driving Persistency and Renewals KEY RESPONSIBILITIES Strengthening channel/Bank partner relationship with regular engagement Engage regularly with partners to monitor and improve performance and tracking of key metrics. Ensuring Regular governance to discuss the KPI movements To be the one stop solution provider for channel and bank for renewal related queries Co-ordination with cross functional teams for new initiatives and projects to meet the business outcomes Data Analysis Key Competencies/Skills Required A. Good verbal and written communication Knowledge of MLI process and systems Strong channel partner management skills Bent of resolving customer issues/concerns Measures of Success Collections target achievement (Persistency & RI) Maintain & enhance all Input parameters Audit Management Ensure training coverage Monthly/Regular Governance Drive various campaigns and contest through consistent engagement and visibility Desired qualification and experience Graduate /Post Graduate Knowledge of Insurance and related processes Preferably 5-6 years of experience Job Description Position Manager Incumbent Replacement Department Customer Retention Team Function Reporting to Chief Manager Band 4 Location 90 C Team size (D/I) Independent JOB SUMMARY Introduction The job involves managing the channel and Bank partners for driving Persistency and Renewals KEY RESPONSIBILITIES Strengthening channel/Bank partner relationship with regular engagement Engage regularly with partners to monitor and improve performance and tracking of key metrics. Ensuring Regular governance to discuss the KPI movements To be the one stop solution provider for channel and bank for renewal related queries Co-ordination with cross functional teams for new initiatives and projects to meet the business outcomes Data Analysis Key Competencies/Skills Required A. Good verbal and written communication Knowledge of MLI process and systems Strong channel partner management skills Bent of resolving customer issues/concerns Measures of Success Collections target achievement (Persistency & RI) Maintain & enhance all Input parameters Audit Management Ensure training coverage Monthly/Regular Governance Drive various campaigns and contest through consistent engagement and visibility Desired qualification and experience Graduate /Post Graduate Knowledge of Insurance and related processes Preferably 5-6 years of experience Role: Zonal Sales Manager (B2C) Industry Type: Insurance Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Retail & B2C Sales Education UG: Any Graduate PG: Any Postgraduate

A person with strong domain knowledge in Insurance & Financial Planning will be working in a circle, managing the integrated Sales & Training team across the geography. Proactive approach required in assessing the learning & development needs, effectively aligning programs / interventions with business objectives and creating / executing the Training Modules in Bank Relationship. Key Responsibilities/ Key Deliverables Imparting Training to Banca/Axis sellers and Max Life Employees as per defined and agreed Man Days. Providing right training inputs & Sales support to Banca/Axis & Max Life sellers - 2 days should be devoted towards training of Max Life employees. Post Training, on line certification through Inquizzitive, of sellers on the trained module to be completed - Once a quarter Refresher training should be done before the certification & follow up with failed candidates should be completed Create a robust Training team in circle by skilling the identified / shortlisted sales people so that they manage the training requirements of their clusters / branches Drive traffic to E Learning platform / Microsite so that technology can be leveraged to maximize reach Ensuring the measures of quality of business in Circle / that of mapped branches are above standards Ensuring SPs in 100% of the branches and all regulatory records to be maintained audit ready Traction of data on performance, publishing MIS, dashboard, calendars, EDMs etc timely and effectively in coordination with Bank Circle Office Conduct Skill, Knowledge & compliance based training programs for the entire patch at regular intervals Organize and make presentations in internal and external seminars. Develop and manage certification processes, Implementing evaluation process - online and offline to create a robust feedback and tracking mechanism on product knowledge and skills of all the trainees. Measures of Success Imparting Training- Average of 12 Man days of Training Banca/Axis & Max Life Refresher Training- 80% of the RA / ASM clearing their quarterly certification Ensuring right training inputs - 90% Employees across vertical to attend Induction training Activation Inactive Seller Activisation 30% Product Mix As per plan Red Branches Turnaround of Red Branches as per plan Persistency 82.5% Ensuring SPs in branches - 100 % branches with 1 SP and 75% branches with 2 SP 100% Certification of SPs on Products, ULIP, AML, Ethics & Compliance before licensing & records of 100% of these SPs to be maintained Role: Leadership Trainer Industry Type: Insurance Department: Teaching & Training Employment Type: Full Time, Permanent Role Category: Corporate Training Education UG: Any Graduate PG: Any Postgraduate

Experienced Trainer with a strong background in the life insurance sector, specializing in developing and delivering impactful training programs for employees and agents. Skilled in product knowledge, sales training, and compliance, with a focus on improving performance and achieving organizational goals. Adept at identifying training needs, creating engaging learning content, and measuring the effectiveness of training initiatives. Passionate about fostering continuous learning and development to drive success within the team and enhance customer service and sales outcomes. Key Responsibilities Conduct training modules for Agent Advisors and ADMs Conducting induction and on-boarding training programs Training on selling skills Training on all MLI Insurance products and processes Training on all MLI Digital tools and Assets All other training programs as outlined in the Agent and ADM learning journey Conducting GID s and IID s Conducting PRP and FOD as and when required Conducting training in blended delivery format Delivering training in accordance with the learning journey design and blended delivery format - classroom training and/or virtual trainings Developing facilitation skills and virtual delivery skills to ensure seamless training delivery across all sessions Administrative Manager-trainer to drive adoption of the digital learning platform across all roles Responsible for driving digital assessments amongst Agents and ADMs Responsible for driving self-learning among Agents and ADMs Responsible for calendaring and effectively planning all training sessions with the OH / OHs Responsible for delivering all training adhering to the training calendar designed Responsible for driving business performance of all learners Responsible to drive attendance to all training sessions Responsible to capture attendance in TMS/ELM within the stipulated time defined Responsible to coordinate with the OH / OHs in calendaring all training sessions for an office Responsible to plan travel for training sessions in various locations as required Look after training logistics Schedule training sessions Ensure wider participation of agents in programs Ensure set-up of SMART Classroom is in place before commencing a session Monitor progress of agents on a continuous basis Seek regular feedback from agents, Sales Managers, Partner and Managing Partner Ensure that agents follow moral and ethical standards when dealing with clients Monitor Agent development Update training material Review present training material Scan environment Incorporate feedback from Agents, Customers, SMs, Ps, MPs Ensure that the agents get updated and continuous information on MLI products Facilitate self- development of agents Key skills required Industry Knowledge Strong understanding of life insurance products, regulations, and market trends. Communication Skills Ability to explain complex concepts clearly and engage with a diverse audience. Presentation Skills Skilled in creating and delivering effective training sessions and workshops. Coaching and Mentoring Ability to guide and motivate employees, helping them improve their skills and performance. Product Knowledge Deep knowledge of life insurance policies, claims processes, underwriting, and sales techniques. Training Development Experience in designing training materials, modules, and assessments tailored to the audiences needs. Adaptability Ability to adjust training methods and content to fit different learning styles and levels. Sales Skills Familiarity with sales techniques, as training often focuses on improving sales performance within the life insurance space. Problem-Solving Skills Ability to address any performance issues or knowledge gaps in trainees effectively. Technology Proficiency Familiarity with e-learning platforms, learning management systems (LMS), and other training tools. Interpersonal Skills Strong relationship-building skills to connect with trainees and collaborate with other departments. Assessment and Feedback Ability to assess trainee progress and provide constructive feedback for improvement. Desired qualification and experience Graduate in any discipline At least 2-3 years in sales and 3-4 years in conducting sales training, life insurance domain would be a plus Role: Leadership Trainer Industry Type: Insurance Department: Teaching & Training Employment Type: Full Time, Permanent Role Category: Corporate Training Education UG: Any Graduate PG: Any Postgraduate

Key Responsibilities Managing office administration assets and upkeep of the same. Agents Contracting New Business Processing Banking of Initial & Renewal Premium Managing Petty cash & vendor payments Retention of Surrender Requests Execution of all Service Requests - Post Policy Issuance Reverting on customer queries and complaints Maintaining high NPS Scores Life and Health Claims processing Handling compliance issues. Audit Rating Measure of Success Service to Delight- 3Days Customer Engagement - 70% Surrender Retention - 68% NPS-85 100% Banking with 24 hours. Vendor payment TAT should be Surrender Requests 100 % Accuracy of POS requests 100 % Accuracy of Customer service Zero Day upload of POS & Claims Docs in FTP server. Audit rating 2 Desired qualifications and experience Graduate / Post-Graduate in any discipline. 2-3 years experience handling front end customer services Knowledge of service quality is required Knowledge and skills required Must be highly customer centric Excellent communication skills Good co-ordination skills Data management on Excel should be good Role: Operations - Other Industry Type: Insurance Department: Customer Success , Service & Operations Employment Type: Full Time, Permanent Role Category: Operations Education UG: Any Graduate PG: Any Postgraduate

Managing office administration assets and upkeep of the same. Agents Contracting New Business Processing Banking of Initial & Renewal Premium Managing Petty cash & vendor payments Retention of Surrender Requests Execution of all Service Requests - Post Policy Issuance Reverting on customer queries and complaints Maintaining high NPS Scores Life Claims processing Handling compliance issues. Audit Rating Measure of Success Customer Engagement - As per the process Retention (All 4 cohorts) - As per the Process NPS-85 100% Banking with 24 hours. Vendor payment TAT should be Surrender Requests 100 % Accuracy of POS requests 100 % Accuracy of Customer service Zero Day upload of POS & Claims Docs in FTP server. Audit rating 2 Persistency New Business P2A Drive Review of team members Quarterly Desired qualifications and experience Graduate / Post-Graduate in any discipline. 10 years experience handling front end customer services Knowledge of service quality is required Team handling with more than 8 employees Knowledge and skills required Must be highly customer centric Excellent communication skills Good co-ordination skills Data management on Excel should be good Role: Customer Success Manager Industry Type: Insurance Department: Customer Success , Service & Operations Employment Type: Full Time, Permanent Role Category: Customer Success Education UG: Any Graduate PG: Any Postgraduate