5751 Underwriting Jobs - Page 27

We are looking for a skilled Branch Credit Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 7-8 years of experience in the BFSI industry. Roles and Responsibility Manage credit operations, including loan processing and disbursement. Develop and implement effective credit policies and procedures. Conduct thorough credit assessments and risk analyses. Collaborate with cross-functional teams to achieve business objectives. Monitor and report on credit portfolio performance and compliance. Ensure adherence to regulatory requirements and industry standards. Job Requirements Strong knowledge of credit underwriting, lending, and risk management principles. Excellent analytical and problem-solving skills with attention to detail. Ability to work effectively in a fast-paced environment and meet deadlines. Strong communication and interpersonal skills, with the ability to build relationships. Proficiency in credit software and systems, with the ability to learn new technologies. Experience in managing credit teams and providing guidance and support.

We are looking for a highly skilled and experienced Branch Credit Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-3 years of experience in the BFSI industry. Roles and Responsibility Manage credit operations, including loan processing and disbursement. Develop and implement effective credit policies and procedures. Conduct thorough credit assessments and risk analyses. Collaborate with cross-functional teams to achieve business objectives. Monitor and control credit portfolio quality and growth. Ensure compliance with regulatory requirements and industry standards. Job Requirements Strong knowledge of credit underwriting, risk management, and financial analysis. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in credit software and systems. Strong analytical and problem-solving skills. Experience in managing credit teams and driving business results. Competitive salary and benefits will be offered to the right candidate.

We are looking for a highly skilled and experienced Branch Credit Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 6-9 years of experience in the BFSI industry, with a strong background in credit management. Roles and Responsibility Manage and oversee the credit function of the branch, ensuring compliance with regulatory requirements. Develop and implement effective credit policies and procedures to minimize risk and maximize revenue. Conduct thorough credit assessments and provide recommendations on loan approvals or denials. Collaborate with cross-functional teams to identify new business opportunities and grow the existing customer base. Monitor and report on credit portfolio performance, identifying areas for improvement and implementing corrective actions. Ensure all credit-related transactions are processed accurately and efficiently. Job Requirements Strong knowledge of credit underwriting principles and practices. Excellent analytical and problem-solving skills, with the ability to interpret complex data sets. Effective communication and interpersonal skills, enabling strong relationships with customers and stakeholders. Ability to work in a fast-paced environment, prioritizing multiple tasks and meeting deadlines. Strong attention to detail, with a focus on accuracy and quality in all aspects of work. Experience working with small finance banks or similar institutions, understanding the unique challenges and opportunities in this sector.

We are looking for a highly skilled and experienced Branch Credit Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with a strong background in credit management. Roles and Responsibility Manage and oversee the credit function at the branch level, ensuring compliance with regulatory requirements. Develop and implement effective credit policies and procedures to minimize risk and maximize business growth. Conduct thorough credit assessments and provide recommendations on loan approvals or denials. Collaborate with cross-functional teams to identify new business opportunities and improve customer satisfaction. Monitor and report on credit portfolio performance, identifying areas for improvement and implementing corrective actions. Ensure all credit-related activities comply with internal controls and external regulations. Job Requirements Strong knowledge of credit underwriting principles and practices, including financial analysis and risk assessment. Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and stakeholders. Proficient in credit management software and systems, with the ability to analyze complex data sets. Ability to work in a fast-paced environment, prioritizing multiple tasks and meeting deadlines. Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions. Experience working in the BFSI industry, preferably in a similar role or organization.

Job Details - Designation: Underwriter - Experience: 1 year in underwriting - Qualification: Graduate degree - Key Skills: Excellent communication skills For More Details Call : HR Swathi @ 9538878907 (call or whats app) Email id : Swathi@thejobfactory.co.in Role & Responsibilities - Evaluate insurance applications and determine risk levels - Analyze financial information and assess insurability of applicants - Develop and implement underwriting policies and procedures - Communicate with brokers, clients, and other stakeholders - Determine policy terms and premiums based on risk assessment - Collaborate with claims and sales teams to support client needs Preferred Candidate Profile - Education: Bachelor's degree in finance, business administration, or related field - Experience: Minimum 1 year of experience in underwriting - Skills: - Analytical Skills: Strong ability to evaluate complex data and make informed decisions - Communication Skills: Excellent written and verbal communication skills - Risk Assessment: Ability to assess and manage risk effectively - Problem-Solving: Strong problem-solving skills to navigate underwriting challenges - Certifications: Professional certifications like Chartered Property Casualty Underwriter (CPCU) designation are advantageous What We Offer - Competitive salary package - Opportunities for growth and development in the insurance industry - Collaborative and dynamic work environment For More Details Call : HR Swathi @ 9538878907 (call or whats app) Email id : Swathi@thejobfactory.co.in

Key Objectives and Major Responsibilities: The purpose of this role is to measure the customers risk exposure, analyze historical data and assist in determining the premium that needs to be charged to ensure that risk. The individual will play an essential role in implementation of these projects from the prospect of our insurance domain. Major responsibilities include mentoring and training analysts, assessing standard and non-standard risks, reviewing their data, checking for data discrepancies, and ensuring proactive communication of the same to the underwriters. Working with risk assessment information, aggregating the risks of different lines of business (such as General Liability & Automobile Liability), and identifying data sources that can be used for pricing decision. Assessing new and existing risk information and further segregating various types of exposures amongst key factors such as state, territories, vehicle type, weight, radius, etc. Showcasing and utilizing a detailed understanding of complex policy terminologies, extensions, limitations, their interpretation, and application. Guiding team members on various Underwriting concepts, process, operations, compliance, and related requirements. Knowing relevant legal, regulatory, ethical, and social requirements with clients mandates and ensuring adherence to the same. Preparing documentation and mapping the flow of decision logic through a prescribed software. Contributing to the organizational values by actively engaging in the larger learning and development process. Driving concise, structured, and effective communication with peers and clients. Key Capabilities and Competencies Nuanced understanding of the insurance industry, its key market players, business, and economic considerations, etc. Ability to apply insurance knowledge in day-today situations, processes, client interactions and potential needs/issues. Proficient knowledge of various insurance products and lines of businesses, thus being able to guide team members on specific queries. In-depth knowledge of the clients competition, challenges, strengths, etc. in specific markets such as US/ANZ/UK/AME. Assist in sensitizing the team on cultural and regional difference to better facilitate client interactions. Awareness and implementation of insurance regulatory requirements applicable to the area of work. Preferred candidate profile This is an excellent opportunity for a Senior Analyst to deliver insurers with aggregating and analyzing insurance loss runs and exposure data to clients, thus contributing to our insurance ecosystem The successful candidate will secure an opportunity to work with expert underwriters and showcase their excellence in the insurance domain. As a Senior Analyst, you will mentor analysts to assess customers risks and coverages, analyze data, and streamline the process of compiling losses and exposures. You will assist in the advancement of the industry with leading analytical skills and individual well-roundedness. If you possess a passion for what you do, we await your innovation at Xceedance.

Skill required: Property & Casualty- Underwriting Support - Underwriting Designation: Underwriting Specialist Qualifications: BTech Years of Experience: 7 to 11 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Business Advisory Specialist is responsible for managing all aspects of accessing, manipulating, and analyzing data for the client. Manage, modify and enhance existing tools.Coordinate operational metrics and reporting of the client; coordinate data necessary for management reporting and to support business decisions. Leading reporting projects and initiative. What are we looking for Strong analytical skillsTechnical/PC skills7+ years experience in developing interactive dashboards using Business Intelligence and Reporting tools (e.g., Cognos, Power BI, Tableau, Qlikview).Proficient knowledge in MS Office applications (Excel, PowerPoint, Access), MS Outlook, VBA.Proficient in MS SQL Management Studio for data extraction and manipulation, ETL dataflow.Experience with Database administration; Database architecture; Relational databases.Advanced knowledge of Python, JavaScript, Pandas, NumPyAdvanced knowledge of Power Automate Roles and Responsibilities: Manage all aspects of accessing, manipulating, and analyzing data for the client. Develop, maintain and enhance interactive dashboards using Business Intelligence and Reporting tools (e.g., Cognos, Power BI, Tableau, Qlikview).Design, develop and implement critical reporting and automation solutions.Establish relationships with Business Leadership and create mutual understanding of overall parameters and goals for common process. Establish and monitor acceptable metrics. Recommend, develop, and implement changes to workflow for greater efficiencies in meeting goals. Communicate frequently and effectively with local and global stakeholders to ensure analytics and reporting needs are met; generate ideas for using data to enhance decision making. Coordinate with local functional leads to track, maintain, report, and improve operational metrics. Ensure accuracy and appropriateness of data.Serve across geographic and organizational boundaries to implement best practices; seek and achieve consensus and buy-in on key initiatives. Present complex analytics results to management (verbal, written, or charts formally and informally) in a clear fashion.Understand the available data sources and uses/limitations/required improvements of this data so that required analytics are performed as efficiently/accurately as possible.Recognize patterns and trends in data; drill down to granular level to resolve issues and reconcile discrepancies. Participate in strategic planning efforts, ensuring that process, application, and data architectures are appropriately aligned with business strategy and architecture.Instruct other staff as necessary to ensure data is captured appropriately.Utilize key performance indicators for measuring operational cost-drivers and identify opportunities, improvement, operating design, automation, etc. Serve as a local point of contact for metrics related to process re-engineering initiatives. Provide governance and ensure standardization is maintained relative to a common operating model.Serve the clients and employees of the delivery center in accordance with the established standards for work, incl. meets the requirements of all internal instructions, connected to the level and quality of the service. Ensure consistency, accuracy and quality of customer service.Strictly comply the stipulated obligations and terms in accordance with signed service level agreements for servicing other functional units within the company (SLA) Qualification BTech

Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Investment Performance and Analysis is the responsibility unit to measure performance against the benchmark. Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs. Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from managerYou will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 6 years of total relevant work experienceStrong understanding of Portfolio Analysis including performance and attribution calculations methodologyExperience in using Factset (B-one, SPAR, and PA) is a plusExperience in using MorningStar Direct, Aladdin or Bloomberg is an advantageStrong Excel Skills and programing Language particularly Power query or SQL is high desirableStrong understanding of various investment processes (equity, fixed income, multi assets and alternative)Well rounded knowledge of Asset Management operational work flowsHighly organized and proactiveAbility to multi task and with strong attention to detailAbility to interact and communicate effectivelyAbility to work in a high pressure environment with tight deadlinesAudit and controls focusedMust be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various statekeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior ManagementReview performance and portfolio analytics for use in client reportsAttend to queries on fund and / or attribution resultsAttend to requests from fund managers, client portfolio managers, sales & marketing on performance and attributionProduce peer fund comparison analysis based on MorningStar DirectProvide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc)Manage the performance specific change process with our partners (includes raising change requests, follow-up, testing and validations)Maintain the list of GIPs composite and provide assurance that the firms complies with GIPs standardsMaintain stakeholder relationships and manage expectationsIdentify and execute continuous process improvement and automationsMaintain Portfolio data to ensure accurate performance calculations Qualification Any Graduation

Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Sr Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs. Investment Performance and Analysis is the responsibility unit to measure performance against the benchmark. Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from managerYou will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 7-9 years of total relevant work experienceStrong understanding of Portfolio Analysis including performance and attribution calculations methodologyExperience in using Factset (B-one, SPAR, and PA) is a plusExperience in using MorningStar Direct, Aladdin or Bloomberg is an advantageStrong Excel Skills and programing Language particularly Power query or SQL is high desirableStrong understanding of various investment processes (equity, fixed income, multi assets and alternative)Well-rounded knowledge of Asset Management operational workflowsHighly organized and proactiveAbility to multitask and with strong attention to detailAbility to interact and communicate effectivelyAbility to work in a high-pressure environment with tight deadlinesAudit and controls focusedMust be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholder s that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior ManagementReview performance and portfolio analytics for use in client reportsAttend to queries on fund and / or attribution resultsAttend to requests from fund managers, client portfolio managers, sales & marketing on performance and attributionProduce peer fund comparison analysis based on MorningStar DirectProvide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc)Manage the performance specific change process with our partners (includes raising change requests, follow-up, testing and validations)Maintain the list of GIPs composite and provide assurance that the firms complies with GIPs standardsMaintain stakeholder relationships and manage expectationsIdentify and execute continuous process improvement and automationsMaintain Portfolio data to ensure accurate performance calculations Qualification Any Graduation

Job Description A. Position Overview Position Title Relationship Manager Department CUB Level/ Band Executive - 201 Role Summary : - Visit partner branches and interact with Bank branch managers - Ensure sales targets assigned are met on every parameter - Interact with customers to explain the products and solutions - Help branches mapped to her/him help achieve insurance sales targets B. Organizational Relationships Reports To Cluster Manager / Regional Sales Manager Supervises NA C. Job Dimensions Geographic Area Covered Branches Stakeholders Internal Supervisors, Ops, Underwriting, Legal External CUB D. Key Result Areas Partner and Client Management Exceeding branch level targets (NB, renewal, STP, digitization, product mix etc) Interact with the Bank branch teams and customers to explain the products and promote the brand Sales and support to all branches assigned - complete documentation, medicals, close pending documentation. Drive local contests and engagements to engage teams Keep track of all contests and initiatives launched bank, other insurers and Tata AIA Life Maintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Aid the bank branches to adopt new processes and technology Ensure sales targets assigned are met on every parameter Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information. Align partner to ensure both teams are working towards the same goal Customer service Ensure adequate customer service - grievance redressal, claim settlement, renewal etc. E Skills Required Technical Good product knowledge Working knowledge of MS Office Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising / Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills F Incumbent Characteristics Essential <

Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Investment Performance and Analysis is the responsibility unit to measure performance against the benchmark. Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs. Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from managerYou will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 2-4 years of total relevant work experience Strong understanding of Portfolio Analysis including performance and attribution calculations methodology Experience in using Factset (B-one, SPAR, and PA) is a plus Experience in using MorningStar Direct, Aladdin or Bloomberg is an advantage Strong Excel Skills and programing Language particularly Power query or SQL is high desirableStrong understanding of various investment processes (equity, fixed income, multi assets and alternative)Well rounded knowledge of Asset Management operational work flowsHighly organized and proactiveAbility to multi task and with strong attention to detailAbility to interact and communicate effectivelyAbility to work in a high-pressure environment with tight deadlinesAudit and controls focusedMust be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various statekeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior ManagementReview performance and portfolio analytics for use in client reportsAttend to queries on fund and / or attribution resultsAttend to requests from fund managers, client portfolio managers, sales & marketing on performance and attributionProduce peer fund comparison analysis based on MorningStar DirectProvide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc)Manage the performance specific change process with our partners (includes raising change requests, follow-up, testing and validations)Maintain the list of GIPs composite and provide assurance that the firms complies with GIPs standardsMaintain stakeholder relationships and manage expectationsIdentify and execute continuous process improvement and automationsMaintain Portfolio data to ensure accurate performance calculations Qualification Any Graduation

Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs. Investment Performance and Analysis is the responsibility unit to measure performance against the benchmark. Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from manager.You will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 6 years of total relevant work experienceStrong understanding of Portfolio Analysis including performance and attribution calculations methodologyExperience in using Factset (B-one, SPAR, and PA) is a plusExperience in using MorningStar Direct, Aladdin or Bloomberg is an advantageStrong Excel Skills and programing Language particularly Power query or SQL is high desirableGeneral Candidate Attributes:Strong understanding of various investment processes (equity, fixed income, multi assets and alternative)Well rounded knowledge of Asset Management operational work flowsHighly organized and proactiveAbility to multi task and with strong attention to detailAbility to interact and communicate effectivelyAbility to work in a high pressure environment with tight deadlinesAudit and controls focusedMust be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholder s that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior ManagementReview performance and portfolio analytics for use in client reportsAttend to queries on fund and / or attribution resultsAttend to requests from fund managers, client portfolio managers, sales & marketing on performance and attributionProduce peer fund comparison analysis based on MorningStar DirectProvide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc)Manage the performance specific change process with our partners (includes raising change requests, follow-up, testing and validations)Maintain the list of GIPs composite and provide assurance that the firms complies with GIPs standardsMaintain stakeholder relationships and manage expectationsIdentify and execute continuous process improvement and automationsMaintain Portfolio data to ensure accurate performance calculations Qualification Any Graduation

Skill required: Group Core Benefits - Group Disability Insurance Designation: Insurance Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help insurers redefine their customer experience while accelerating their innovation agenda to drive sustainable growth by transforming to an intelligent operating model. Intelligent Insurance Operations combines our advisory, technology, and operations expertise, global scale, and robust ecosystem with our insurance transformation capabilities. It is structured to address the scope and complexity of the ever-changing insurance environment and offers a flexible operating model that can meet the unique needs of each market segment.The benefits of having a strong core include injury prevention, reduction of back pain, improved lifting mechanics, balance, stability, and posture, as well as improved athletic performance.Group disability coverage is tied to employment. If change or loss of job, the coverage is not portable. The cost of group coverage can also change from year to year. It is a sort of insurance that pays out if a policyholder is unable to work and earn an income due to a disability. What are we looking for Adaptable and flexibleAbility to perform under pressureProblem-solving skillsAbility to work well in a teamPrioritization of workloadFUW - Supporting underwriters in generating Quotes and Proposal by completing pre underwriting work. providing additional support to the underwriter in determining whether clients can qualify for insurance policies, products, or other financial services. Performing duties regarding new and renewal accounts, risk assessments, and loss runs and loss ratings, assisting underwriters with the computation of rates and premiums. 1.Ability to establish strong client relationship2.Ability to handle disputes3.Ability to manage multiple stakeholders4.Ability to meet deadlines5.Ability to perform under pressure Roles and Responsibilities: In this role you are required to do analysis and solving of lower-complexity problems Your day to day interaction is with peers within Accenture before updating supervisors In this role you may have limited exposure with clients and/or Accenture management You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments The decisions you make impact your own work and may impact the work of others You will be an individual contributor as a part of a team, with a focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Quality Control Analyst - U/W QC Digital Risk's mission to Make Mortgages Safe relies on the perfect blending of human experience and state-of-the-art technology to serve its workforce and clients. Digital Risk's 1,500+ team members make us one of the largest mortgage outsource providers in the U.S., supplying appraisal and mortgage processing, underwriting and closing to the largest banks and loan originators. Position Overview: Perform in-line quality control reviews of mortgage loan files for adherence to specific lender guidelines with an emphasis on buy-pre and post-closing audits, compliance, and other client required quality service levels. Reviews include identifying potential fraud and/or misrepresentation, processing / underwriting deficiencies, compliance violations, and/or applicable scope specific opportunities. Partner with client's quality departments and Digital Risk's internal Corporate QA to align, calibrate and respond to quality plans and findings. Work within a corporate structure, as well as within the client-level management team to ensure alignment of company and client quality standards. Essential Job Functions: . Review and provide Quality Control feedback on loan file reviews completed by internal staff . Review applications for completeness prior to final underwriting approval , Review at ICD, Review Checklist prior to submission to Closing, Review Needs List, Review Documentation, Cite Findings for Missing Documentation, Review Doc Expiration Dates, Cite Findings for Expired Documentation, Review Income Calculations, Cite Findings for Income Errors, Confirm loan product is in compliance with program guidelines and borrower eligibility . Review employment documentation and re-calculate income documentation . Reviews loan files submitted by U/W for borrowers to ensure file meets loan program requirements. Includes analysis of: loan application, credit profile/report(s), debt and assets, income/financial statements, loan values/loan-to-value ratios, appraisal reports, collateral and supporting documentation . Review credit report and re-calculate liabilities . Review title commitments, hazard and flood insurance . Perform Appraisal Reviews for completeness and compliance with program guidelines . Identify all red flags within a loan file and ensure they are addressed accordingly . Other Ad Hoc Reviews as needed . Follow quality control policies and procedures to ensure compliance with scopes of work . Support the Unit(s) by providing accurate, concise, and constructive feedback details to Team Managers and responsible team members . Must be able to fulfill the role of subject matter expert for the team and scope assigned . Assist leadership team as needed Requirements: . Most currently be a U/W QC and should have demonstrated excellent quality. . Must have demonstrable, relevant skills and experience in quality control support and practices in the mortgage loan industry . Demonstrate impeccable written and verbal communication skills . Excellent time management skills with an emphasis on quality . Should have knowledge in the policies, principles and practices of mortgage loan processing, and underwriting . Must be self-motivated, creative and able to work in a team environment while thinking independently and sharing knowledge and ideas . Must be able to multi task between multiple analytical projects and able to adapt to constant modification of the work flow . Strong computer skills About Digital Risk:

Skill required: Group Core Benefits - Group Disability Insurance Designation: Insurance Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help insurers redefine their customer experience while accelerating their innovation agenda to drive sustainable growth by transforming to an intelligent operating model. Intelligent Insurance Operations combines our advisory, technology, and operations expertise, global scale, and robust ecosystem with our insurance transformation capabilities. It is structured to address the scope and complexity of the ever-changing insurance environment and offers a flexible operating model that can meet the unique needs of each market segment.The benefits of having a strong core include injury prevention, reduction of back pain, improved lifting mechanics, balance, stability, and posture, as well as improved athletic performance.Group disability coverage is tied to employment. If change or loss of job, the coverage is not portable. The cost of group coverage can also change from year to year. It is a sort of insurance that pays out if a policyholder is unable to work and earn an income due to a disability. What are we looking for Adaptable and flexibleAbility to perform under pressureProblem-solving skillsAbility to work well in a teamPrioritization of workloadFUW - Supporting underwriters in generating Quotes and Proposal by completing pre underwriting work. providing additional support to the underwriter in determining whether clients can qualify for insurance policies, products, or other financial services. Performing duties regarding new and renewal accounts, risk assessments, and loss runs and loss ratings, assisting underwriters with the computation of rates and premiums. 1.Ability to establish strong client relationship2.Ability to handle disputes3.Ability to manage multiple stakeholders4.Ability to meet deadlines5.Ability to perform under pressure Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your expected interactions are within your own team and direct supervisor You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments The decisions that you make would impact your own work You will be an individual contributor as a part of a team, with a predetermined, focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Skill required: Property & Casualty- Underwriting - Underwriting Designation: Underwriting New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do 6-8 years of experience in Property & Casualty Underwriting or Policy Servicing across shared services/Third Party BPO service providers (Essential) Hands on experience of managing the one of the following tasks from the earlier experience from Insurance Underwriting Cycle - Policy Issuance, Premium Audit, Pricing Reading, Endorsement, Quote/Booking, Aggregation / Modeling, Contract Reading, Slip Processing, Benchmarking, Binders Processing, Submission, Declarations, Cancellations, Reinstatements, Insurance KYC.Define Insurance policy and calucating premium including terms and condition for PropertyA process by which investment bankers raise investment capital from investors on behalf of corporations and governments that are issuing either equity or debt securities. Underwriting services are provided by some large specialist financial institutions, such as banks, insurance or investment houses, whereby they guarantee payment in case of damage or financial loss and accept the financial risk for liability arising from such guarantee. What are we looking for Good to have someone with experience in Re-Insurance Fac and Treaty business.Support regional UA Manager in overseeing all daily business activities and act as the first point of contact for all UAs in the region.Triages submission for missing information and follows up with the broker for outstanding items.Issues policies, endorsements, and cancellations; prepares policy writing instructions and premium billings and processes individual policy filings. Roles and Responsibilities: Assists the underwriter in the preparation of business, and metric reports; assists in the review of procedures to resolve issues.Performs quality control of premium audit statements prior to underwriting review; documents discrepancies and work with the premium auditor for resolution. Qualification Any Graduation

Visit Health Consultant- Video MER Underwriter FULL-TIME GURUGRAM About us Visit Health is changing the face of employee health and wellness in India. 1 mn+ users across 200+ large Indian conglomerates to new age start ups trust Visit as their Health and Wellness Partner, catering to the missing and unexplored Wellness Primary Healthcare needs. Traditionally, the term Employee Health Benefits was synonymous with insurance / hospitalisation benefits only; ie, Secondary Care. Whereas today, 90% of individual healthcare and wellness related expenses in India are out of pocket on Primary Care; be it Mental Wellness, Fitness, Nutrition, Diagnostics, Medicines, and most of all, regular doctor appointments. The Covid-19 Pandemic has not only caused such expenses to increase multi fold, but also created a need for accessible systems. In a professional setting, such offerings are either lacking, or provided in an ad hoc, broken manner through various individual platforms. As a result, the experience for an employee is disconnected, with limited utilisation and engagement. This is where Visit Health comes in - a one stop solution for all employee health benefits needs. We help Companies build a Customized Wellness solution focused on Primary Care aspects such as Fitness, Mental Health, Doctor Teleconsultation, OPD programs, etc. for employees and their families, thereby reducing out of pocket expenses and creating healthier workforces. We have stitched up the broken pieces of employee health benefits in India to make one streamlined platform while increasing employee engagement through gamification. Visit Health has raised in total of $9million and is backed by renowned investors such as PolicyBazaar, Twitter Co-founder Biz Stone and Kunal Bahl of Snapdeal. Don't just take take our word. Check us out @ https://vsyt.me/o/app We are looking for a Consultant - Video MER Underwriter to join our high energy team You will have a direct impact on the Health Insurance applications of our clients applicants. You will work as part of a high-energy team that scaling across all MER functions. Pushing high quality Medical Underwriting applications while also balancing the pros/cons of speed/quality will be critical. As part of your day-to-day work, you will Conduct video-medical verification for the insured members. Complete cases for Video MER. Video calling applicants of health insurance, creating their Medical Underwriting. Advanced knowledge of medical terminology, anatomy, physiology, disease processes, signs and symptoms, medications, and laboratory values is a must. Calling up the users, analyzing their health profile and creating a Medical Examination Report and take records of the same in the prescribed format. Must Haves Medical bachelor degree with state level MEDICAL REGISTRATION. Good communication skills. Fluent in English/Hindi/ any other regional language. Must have medical knowledge. Good public dealing. The medical officer must be either an MBBS/BHMS/BAMS/BDS. The candidate should be highly skilled and acquainted with proper protocols and medical terminologies. Kindly note this is a full-time, work from office opportunity for Gurugram location.

Title : Senior Risk Analyst (Portfolio Management) About Us Liberis is on a mission to supercharge the power of small businesses all over the world - delivering the financial products they need to grow through a network of global partners. Before all else, Liberis is a technology company, connecting finance with small businesses. We use data to help partners understand their customers’ real time needs and tech to offer tailor-made funding and financial products. Empowering small businesses to grow and keep their independent spirit alive is central to our vision. Up to now we have funded almost 40,000 small businesses with over $1.5bn - but we believe there is much more to be done. The team We are the Risk team responsible for managing the credit risk of Liberis’ portfolios, which include designing effective new strategies, managing the credit quality of our products across geographies, and providing specialist credit risk advice to the business. The Risk team is based in London and covers Risk analytics, Decision Science, Underwriting and Collections. Our mission is to grow Liberis profitably to become the leading embedded business finance provider and we are now looking for a Analyst/Senior Credit Risk Analyst to join us on this journey. The role You are someone that is excited by the prospect of a challenge, appreciate autonomy and the space to generate your own ideas and are passionate about finance that serves to support small businesses, not just turn a profit. Reporting to the Senior Manager in the Risk Management team you will develop best in class credit risk strategies that reward our members and deliver value to Liberis. You will have the opportunity to work on a broad range of projects and workstreams that provide credit risk insights while ensuring we stay within the organisation’s risk appetite. You should have experience in a similar analytical role where you have used statistical and analytical tools to drive innovative strategy changes. You should be able to derive insights from data and be able to present results in a concise way to relevant stakeholders. What You’ll Be Doing Develop and monitor credit risk strategies, balancing risk against returns. These strategies may cover a variety of different channels and products, and cover the full credit lifecycle, from new business to Collections Develop framework to monitor risk performance of portfolios to ensure that they are performing within expectations. Review acquisitions and portfolio trends, transforming data into recommendations to the business, identifying both risks and opportunities that require action Represent risk to the wider business, driving changes via the product team and presenting analytical work to senior management Deliver insights and optimisation of our risk performance and applying this to all of Liberis’s existing and new products globally Closely collaborate with colleagues across Liberis, especially in the Analytics, Data Science, Growth, Partnerships and UK/US/European teams What We Think You’ll Need Experience in an analytical role - ideally around 2-4 years experience Ability to drive forward initiatives especially in a rapidly evolving environment Demonstrated ability to drive high-quality analysis, with robust understanding of how this will be used practically Willingness and ability to do hands-on work using a range of data sources and analytical tools A collaborative mindset and willingness to work with a wide range of teams Exceptional Excel skills, with proficiency in SQL or SAS or Python and experience with Google Cloud Platform tools such as Looker, DBT and BQ would be a plus but not a must-have. Ability to convey complex findings in a logical and easy-to-understand style Turns rigorous analysis into clear, reasoned recommendations Ability to refocus as needed to support a rapidly growing and evolving company

Roles and Responsibilities Conduct thorough credit appraisal and analysis of proposals to assess borrower's creditworthiness. Review financial statements, cash flows, and other relevant documents to determine loan eligibility. Develop and maintain relationships with clients to understand their business needs and provide tailored solutions. Ensure compliance with regulatory requirements, internal policies, and procedures related to credit underwriting. Collaborate with cross-functional teams to resolve complex issues and improve overall performance. Desired Candidate Profile 2-7 years of experience in Home Loan Credit Underwriting or similar role. CA (Any Specialization) or MBA/PGDM (Any Specialization). Strong understanding of credit policy, risk analysis, processing, and underwriting principles. Excellent communication skills for effective client interaction.

Job Requirements Role/Job Title: Technical Manager Business: Retail Banking Function/ Department: Retail Liabilities Place of work: Mumbai Roles & Responsibilities 'Monitoring and adhering to process, technical policy, project approval policy Develop new policies/ initiatives & lead to region specific innovations. Project Approval grid through Developer Categorization Suggest process improvement & effective implementation of same Conducting spot checks at various locations and suggest region specific amendments to increase business and mitigate risk. Monitor technical evaluation process Manage vendors involved in the technical evaluation process. Ability to lead and nurture team, maintain quality, partner with business, maintaining portfolio quality. Train and evaluate the proficiency levels of the team on the regular basis, including cross functional trainings. Maintain TAT targets for the technical evaluation process. Secondary Responsibilities ' Ensure capability building and up-skilling of the team by providing adequate training to team to meet the requirements of the role and be able to handle market dynamics Responsible for delivering best in class merchant onboarding experience Key Success Metrics Acquisition, Portfolio Quality Underwriting Portfolio quality parameters

Job Information Date Opened 07/23/2025 Job Type Full time Industry Fintech Work Experience 1-3 years City Gurgaon State/Province Haryana Country India Zip/Postal Code 122016 Responsibilities- You will have the responsibility of taking complete ownership of post payment cases assigned to you and to ensure smooth customer experience. You will need to connect with the customers (call and e-mail) who have purchased Insurance products and update them about the further process and pending requirements- collection and verification of all the documents, scheduling medicals, retention, etc You will also work with different stakeholders of various Insurers (like business spoc, medical TPA's, insurer ops, underwriters etc.) to get the allocated cases issued. You will have to achieve monthly issuance targets at less TAT and high FTR rate. You will have to work with Insurers to improve the process so as to improve the Issuance rate, reduce TAT and increase FTR Requirements Skill Set Required: You must have effective written and oral communication skills. You must have basic understanding of decision making and underwriting of Insurance products You must enjoy assisting customers and pacifying difficult conversations. You must be good at stakeholder management in order to process the allocated cases. You must have at least 01 year experience in Term Insurance You must have basic computer and excel skills

Key Objective of the Job: To ensure the effective management and supervision of credit operations across branches, including conducting due diligence on funding proposals, implementing credit policies, maintaining portfolio quality, providing training, managing a team, and staying updated on market trends to inform underwriting decisions. Additionally, the role involves regular audits, addressing audit queries, and fostering coordination with other financial institutions.Top of Form Bottom of Form Key Deliverables: Timely due diligence of the funding proposals of the branches Ensuring the Credit policy implementations Managing and supervising FI agency/ valuation agency operations Ensuring quality portfolio of the branches within the set parameters Conducting training for FI/Channels and cross verticals at regular intervals Visiting Channels/ Branches and customers at regular intervals Handling a team of Credit Managers and associates Providing market feedback through fieldd visits and networking with Credit counterparts of competition Providing inputs for localized schemes based on market dynamics and delinquency studies Audit of files and Process and taking corrective measures Complying to audit Queries Keep track on performance of self and drive the team to enable positive results on KPIs Communicate & Maintain co-ordination with other financers to stay updated on financing traits, market understanding, customer feedback, new schemes launch which helps in underwriting Education Qualification: MBA/CA/ICWA/CS/M.com/B.com (Hons) Specialized job competencies: Functional Competencies Credit Analysis Analytical & Accuracy Skill Understanding of Lending Procedures Credit Risk Assessment Behavioral Competencies Execution Excellence Customer Centricity Fostering Synerygy People Leadership Strategic Orientation Hiring Parameters: Should have Direct or CFT experience in Credit / Operations / Sales / Collections Should have knowledge of local market Good Communication & Negotiation Skill will be added advantage Ability to work under pressure Should have problem Solving Skill Location - Mumbai,Delhi,Pune,Bangalore,Hyderabad,Chennai

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a "Great Place to Work" and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, "People - Our Core, " emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion. Fuel your future with us, find your wings, and S. O. A. R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth. A. Position Overview Position Title Territory Sales Manager Department HDFC Bank -Branch Banking Level/ Band 306- Assistant Managers Role Summary: Du a l r e s p o n s ib i lity o f direct s o urcing a s w ell a s t e a m m a n ag e m en t . - Interact with Bank s cluster head & bank employees and manage them on daily basis - Branches directly mapped to him/her. - Manage RMs mapped to him to help them achieve sales targets - Ensuring that the persistency & productivity is maintained, Ensures quality of recruits hired in the team, maintains & drives compliance at the zone. B. Organizational Relationships Reports To Circle Manager Supervises CAM s Job Dimensions Geographic Area Covered Zone/s Stakeholders Internal Supervisors, RMs, Ops, Underwriting Stakeholders External Bank - Channel Partner C. Key Result Areas Interact with Bank branch employee, Bank s Cluster Head to help them achieve sales targets & while ensuring that the persistency & productivity is maintained Provide guidance &support to Bank s employee, TATA AIA RMs and all stakeholders in terms of submissions, issuance, pending resolve etc Maintain good relationship with Bank s Cluster Head - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity Ensure that they are meeting their team targets as well as individual sales targets Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Ensure Recruitment is as per plans Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information. Align partner to ensure both teams are working towards the same goal Monitor the performance of RMs to promote them to the next level Ensure adequate customer service - grievance redressal, claim settlement, renewal etc. Ma int a in & dri v e c o m p li a nce a t t he z o ne Ensure adherence to SOPs & sales processes & instigate disciplinary action against those fond breaching them T o p L i ne G r o w t h/ B u s in e s s E n a bl e m ent A c h i e v e m e n t o f NB P r e m i u m ta r g et, R M A ct i v ati o n a n d P rod u ct m i x B u s ine s s E n a blers Sales a c t i v i t y m a n a g e m e n t, r e n e w al c o llecti o n , a n d h i g h l e v el r elati on sh ip m a pp i n g w i t h b a n k s t a f f ( v e r y i m por ta n t) Ri s k O w n- u p t h e r i s k o f t h e f u n cti o n b y d e v el op i n g a r i s k a w a r e c u l t u r e t h ro u g h p a r tici p ati o n in m e a s u r e m e n t, a n a l ys is a n d m i ti g a ti o n o f r i s k s a s s o ciat e d w i t h t h e r es p e c ti v e f u n cti o n . T h is i n cl u d es d e v e l o p m e n t o f r i s k response pro c e ss es, p a r tici p ati o n in

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a "Great Place to Work" and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, "People - Our Core, " emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion. Fuel your future with us, find your wings, and S. O. A. R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth. A. Position Overview Position Title Territory Sales Manager Department HDFC Bank -Branch Banking Level/ Band 306- Assistant Managers Role Summary: Du a l r e s p o n s ib i lity o f direct s o urcing a s w ell a s t e a m m a n ag e m en t . - Interact with Bank s cluster head & bank employees and manage them on daily basis - Branches directly mapped to him/her. - Manage RMs mapped to him to help them achieve sales targets - Ensuring that the persistency & productivity is maintained, Ensures quality of recruits hired in the team, maintains & drives compliance at the zone. B. Organizational Relationships Reports To Circle Manager Supervises CAM s Job Dimensions Geographic Area Covered Zone/s Stakeholders Internal Supervisors, RMs, Ops, Underwriting Stakeholders External Bank - Channel Partner C. Key Result Areas Interact with Bank branch employee, Bank s Cluster Head to help them achieve sales targets & while ensuring that the persistency & productivity is maintained Provide guidance &support to Bank s employee, TATA AIA RMs and all stakeholders in terms of submissions, issuance, pending resolve etc Maintain good relationship with Bank s Cluster Head - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity Ensure that they are meeting their team targets as well as individual sales targets Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Ensure Recruitment is as per plans Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information. Align partner to ensure both teams are working towards the same goal Monitor the performance of RMs to promote them to the next level Ensure adequate customer service - grievance redressal, claim settlement, renewal etc. Ma int a in & dri v e c o m p li a nce a t t he z o ne Ensure adherence to SOPs & sales processes & instigate disciplinary action against those fond breaching them T o p L i ne G r o w t h/ B u s in e s s E n a bl e m ent A c h i e v e m e n t o f NB P r e m i u m ta r g et, R M A ct i v ati o n a n d P rod u ct m i x B u s ine s s E n a blers Sales a c t i v i t y m a n a g e m e n t, r e n e w al c o llecti o n , a n d h i g h l e v el r elati on sh ip m a pp i n g w i t h b a n k s t a f f ( v e r y i m por ta n t) Ri s k O w n- u p t h e r i s k o f t h e f u n cti o n b y d e v el op i n g a r i s k a w a r e c u l t u r e t h ro u g h p a r tici p ati o n in m e a s u r e m e n t, a n a l ys is a n d m i ti g a ti o n o f r i s k s a s s o ciat e d w i t h t h e r es p e c ti v e f u n cti o n . T h is i n cl u d es d e v e l o p m e n t o f r i s k response pro c e ss es, p a r tici p ati o n in

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a "Great Place to Work" and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, "People - Our Core, " emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion. Fuel your future with us, find your wings, and S. O. A. R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth. A. Position Overview Position Title Territory Sales Manager Department HDFC Bank -Branch Banking Level/ Band 306- Assistant Managers Role Summary: Du a l r e s p o n s ib i lity o f direct s o urcing a s w ell a s t e a m m a n ag e m en t . - Interact with Bank s cluster head & bank employees and manage them on daily basis - Branches directly mapped to him/her. - Manage RMs mapped to him to help them achieve sales targets - Ensuring that the persistency & productivity is maintained, Ensures quality of recruits hired in the team, maintains & drives compliance at the zone. B. Organizational Relationships Reports To Circle Manager Supervises CAM s Job Dimensions Geographic Area Covered Zone/s Stakeholders Internal Supervisors, RMs, Ops, Underwriting Stakeholders External Bank - Channel Partner C. Key Result Areas Interact with Bank branch employee, Bank s Cluster Head to help them achieve sales targets & while ensuring that the persistency & productivity is maintained Provide guidance &support to Bank s employee, TATA AIA RMs and all stakeholders in terms of submissions, issuance, pending resolve etc Maintain good relationship with Bank s Cluster Head - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity Ensure that they are meeting their team targets as well as individual sales targets Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Ensure Recruitment is as per plans Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information. Align partner to ensure both teams are working towards the same goal Monitor the performance of RMs to promote them to the next level Ensure adequate customer service - grievance redressal, claim settlement, renewal etc. Ma int a in & dri v e c o m p li a nce a t t he z o ne Ensure adherence to SOPs & sales processes & instigate disciplinary action against those fond breaching them T o p L i ne G r o w t h/ B u s in e s s E n a bl e m ent A c h i e v e m e n t o f NB P r e m i u m ta r g et, R M A ct i v ati o n a n d P rod u ct m i x B u s ine s s E n a blers Sales a c t i v i t y m a n a g e m e n t, r e n e w al c o llecti o n , a n d h i g h l e v el r elati on sh ip m a pp i n g w i t h b a n k s t a f f ( v e r y i m por ta n t) Ri s k O w n- u p t h e r i s k o f t h e f u n cti o n b y d e v el op i n g a r i s k a w a r e c u l t u r e t h ro u g h p a r tici p ati o n in m e a s u r e m e n t, a n a l ys is a n d m i ti g a ti o n o f r i s k s a s s o ciat e d w i t h t h e r es p e c ti v e f u n cti o n . T h is i n cl u d es d e v e l o p m e n t o f r i s k response pro c e ss es, p a r tici p ati o n in