Responsible for managing partner helpdesk for incentive payout for tied, APC and wealth channel and provide support for partners under multiple Variable agency channels for Kotak Life.
KEY RESPONSIBILITIES
Weightage
- Query desk Management
- Manage assist portal for partners responding timely to queries around Payout and hierarchy within pre-determined timlines.
- Liaison with support teams to ensure queries relating to MIS, R&R;, Persistency, Commission, etc are responded to
- End to End support to Partner management team for wealth, APC and tied channel
- Rework Management
- Liaison with partner management team and understanding the queries raised by partners.
- Identifying frequently raised queries by partners and reducing frequently asked queries
- Releasing the knowledge series to partner management team for current launched schemes and impact on payout
- Liaising with HR for end to end payout tracking and end to end tracking of the payout made to each partner
- Salary and incentive calculation and payout for all major variable agency channels of Kotak Life
- Maintaining and reconciling hierarchy of partners
- Salary and incentive calculation, validation, audit
- Ensure accuracy, TAT and timelines for the payout
- MIS preparation, Partner exception and escalation handling
- Preparation of various MIS to ensure timely communication to Partners
- Ensuring fast track resolution of the queries escalated to Senior management
- Managing and maintain documentation of the exception taken if any
INTERACTIONS
Internal Relations: Channel SPOCs, Operations, Accounts, HR, Data Science, R&R;, Various channels
External Relations: Vendors
REQUIRED QUALIFICATION AND SKILLS
Educational Qualifications: B.Com
Work Experience: Insurance agency/Operations
Certifications:
Other skill set:
- Team-Worker
- Data analysis
- Eye for detail
- Communication skills
Intersted candidates kindly share me with your updated resume at
[email protected]
whats app - (phone hidden)
Note- We are hiring only in western line candidates.
📌 Incentive calculation - Payouts (Mumbai)
🏢 Kotak Life Insurance
📍 Mumbai