Team Leader
METLIFE GOSC PVT LTD
Total years of experience :16 years, 5 Months
Timely Booking/Processing Settlements of Assumed/Ceded business as per agreed term - monthly, quarterly & yearly basis
• Maintain Reinsurer Information spreadsheet with all required details including analytical information like trending remarks
• Ensuring all Fund transactions are timely booked and accounted for appropriate LBO/BU/GMT with zero outstanding balance
• Processing Invoices/Statements for Claims, Retention/Brokerage Commission including claims supporting documents
• Respond to all queries raised by Local Office, Reinsurer, Claims Handlers and Brokers in timely & accurate manner
• Reconciliations/Balance Certification are completed & submitted for review and approval on time with systematic practices
• Managing transitions of new services added to the portfolio, system changes and for new processes like UAT testing / Robotics
• Ensure any issues are raised to management immediately and informed to respective parties with relevant info & resolutions
• All activities related to Monthly/Quarterly Closing are performed timely and communicated with respective Stakeholders
• Provide appropriate response on audit requests (internal/external/SOX) in timely & accurate manner, when called upon
• Regular interactions with stakeholders - understand stakeholder's needs & work together to deliver excellent client service
• Establishing strong relationships with internal/external peers and taking daily huddle call with direct peers on BAU status
• Applying best practices & contribute for value creation; Being back-up for Team members during their absence
• Reconcile financial discrepancies / outages by collecting & analyzing related evidence from different-different sources
• Assisting Stateside Manager on Analytical and Trending reports with extra notes & views like UAT Testing / Robotic process
• Using automated tools to extract data from primary/secondary sources; Removing corrupted data & fixing related problems
• Develop strong collaboration/working relationships with stateside for US/EMEA Region along with IT & Actuarial team
• Using tools to identify, analyze, interpret patterns & trends in complex data sets that helps us for the diagnosis and prediction
• To ensure all required adherence to meet SLAs and all KPIs met required parameters with actionable procedure
• Ensure all process manuals and trackers are updated within given timeframe for each activity
• Proactively share knowledge with peers to assist them & achieving the departmental goals & targets within timeframe
• Identify training requirements to complete the role at successful level. Liaising with management & peers on a regular basis
• Identify and recommend any process improvements, assisting in the implementation and roll out as applicable.
• To Maintain a healthy handover practices with efficiency enhancement and to prepare separate backup for any crisis
• Actively look at ways we can improve/enhance processes to generate and increased effectiveness reducing errors
• Action on Ad hoc bordereaux requests within specified timeframe; working alongside with Treasury Team with regards to any
payment made or release
Accounts & Taxations)
Actively involved in monitoring statutory books of accounts, bank reconciliation as well as financial statements including
Profit & Loss A/c, Income & Expenditure, AP / AR Statements and Balance Sheets.
• Making MIS report for all operational activity as per the management demand & requirement.
• Finalization of Salary with Tax-Planning of Employees. Maintain proper documentation records for employees/consultants
such as LoA, certificates, residential proof, salary slips, performance review and many more.
• Manage the Daily follow-up of outstanding and reporting to management; Daily statement of Projection of collection for next
fortnight and manage the fund management too.
• Finalization of TDS report from deduction to timely deposit thereof & from submission of Returns to issuance of certificate
and Finalizing of Service Tax Liabilities with applicable RCM & timely deposit thereof.
• Managing the staffs by recruiting, orienting, training and maintaining a safe/secure work environment.
• Liaise with the debtors / creditors while analyzing and reviewing their billings, taxation compliances, Vendor Reconciliation,
agreements, other legal documents & ensuring timely payments
(A wholly owned subsidiary of PFC LTD.)
Reebok India distributor for North & South)
Preparing invoices, making accounting entries & payment follow-up; Making Stock Statement, BRS, Sale Tax, TDS & Service
Tax Report and to maintain the Employees records like Attendance, Leave & many more.
• Dealing with Sales Tax Deptt for issuance of required Forms & getting Assessment order.
(Level - 1)
(
(A/c Hons.)