ASSISTANT MANAGER MIS
IDBI FEDERAL LIFE INSURANCE CO. LTD.,
Total years of experience :12 years, 0 Months
Key Responsibilities:
Report to Manager and handle 1 subordinate.
Provide MIS & Back Office operations support for the Finance.
Incentive Calculation of ALs/AMs/BH.
Synchronize with HR to release and hand over offer letters to the Agency channel staff.
Present monthly reports to top management highlighting performance of regions and channel partners.
Monitor MIS applications and publish sales bulletins.
Liaise with various departments and branch heads pertaining to channel specific issues.
Ensure judicious payouts of Incentives, Contests and other heads by respective departments on time and as per the norms defined by the channel.
Plan and design sales contests as indicated by channel requirements.
Participate in Agency Planning process, Budgeting, and Designing Goal sheets.
Supervise daily and monthly business performance for the Agency channel.
Generate weekly and monthly Advisor Dashboard, Manager Distribution Dashboard, and Assistant Business Manager Dashboard.
Prepare weekly and monthly Merit List of Advisors, Manager Distributions, and Assistant Business Managers KPI reports.
Set up the My Time Credit Report and upload the data dumps in AIM.
Resolve queries concerning My Time Credit and AIM Systems.
Generate New Business and Completion Reports on a Daily Basis.
Arrange for Advisor Activisation and Productivity Reports on a Daily Basis.
Generate Advisor Recruitment Report on every day.
Deliver daily as well as monthly MIS reports to all regions and distributors.
Exercise efficiency in Elixir, Ack System, My Time Credit, and Agency & Alliances Information Systems.
Key Responsibilities:
Reported to Manager.
Imparted MIS & Back Office operations support for the channel partners, regional RLIC team, and the top management.
Delivered monthly reports to the top management as regards the performance of regions and channel partners.
Monitored daily and monthly business performance of various channel partners in the format provided by them.
Retained outsourced sales employee data and supervised payroll in co-ordination with outsourcing agency.
Performed productivity analysis of SMs, BDMs & RSMs on a daily and monthly basis.
Mapped FOS for channel partners and conducted daily/monthly productivity analyses.
Released incentive amounts or gifts as per agreements with channel partners.
Generated FOS Codes and provided Issuance Support.
Provided Login & Issuance support to the channel partner along with regional support.
Presented daily and monthly MIS reports to all regions and distributors.
Supported the regional team through resolution of customer queries and issues.
Ensured maintenance of CRM for the channel partners.
Exercised practical insight of Life Asia, Qlik View, and Channel Management System (Insure Connect).
Key Responsibilities:
Reported to Operations Manager.
Maintained Staff Records and generated Monthly Bills.
Performed Letter Drafting and Filed Records.
Prepared a Weekly Menu for the Restaurant.
Sorted out and distributed Letters to the Clients.
Preserved Attendance Register, and Prepared Time Sheet, Salary Slips, Invoices, and Vouchers.
Key Responsibilities:
Reported to Manager.
Piloted the administration and managing of Back Office Operations.
Screened Applications, i.e., Outright Rejection (OR) as per the Various Policies and Guidelines of ICICI Verifications of Documents including Medical Examination Reports and Central Processing System.