Information Technology, Operations-all teams, Finance, Premier Academy (Training), Marketing, Agency Channel, Partnership Distribution
Stakeholders External
C.Key Result Areas
Approval of Business cases/EJDs
.Assist in decision making related to approval of Business cases/EJDs taking into account all relevant aspects and their impact on business.
AIA reporting
.Review Quick Report (due on 3rd working day) and Long report (due on 10th working day) on monthly and quarterly basis
GOE Budget Roll out
.Ensure timely roll out of Annual GOE budgets to all the departments post approval of Business Plan from the Board of Directors
Business Planning
.Revenue Planning, Cost Planning, Target KPI's, Business planning workings and presentation and overall approval
Expense Allocations
.Review and analyze the expense allocation on a month-on-month basis and ensure circulation within 1 working day from closure of expenses.
.Constantly work towards improvement of allocation methods and revisit assumptions around drivers/channels/LOBs
Channel Allocations: Prepare channel wise allocations on a MOM basis required for long report.
Distribution finance support
.Review the products, RnR initiatives, product mix, profitability by channels and provide recommendations
D.Skills Required
Technical
.Thorough understanding of Finance and Accounts functions/systems
.Recommended to have knowledge on insurance processes
Behavioral
Essential
Desired
Interpersonal skills
.
Communication skills
.
Creative thinking skills
.
Supervising/Leadership skills
.
Teamwork Skills
.
Influencing skills
.
Relationship Building skills
.
Decision making skills
.
E.Incumbent Characteristics
Essential
Desired
Qualification
Graduate
Experience
1.0-1years of experience in Finance & Accounts
2.Positive knowledge of MS Office and web-based applications
3.Fair level of analytical skills and logical reasoning
Disclaimer:
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📌 Executive - Financial Planning and Analysis (Mumbai)
🏢 Tata AIA Life
📍 Mumbai
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