TM-Mgr-Revenue Assurance-Delhi

Job description

- 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.