What are we looking for?

A potential candidate who can ensure execution and supervision of operations for daily annuity, pension maturity and loan processing on timely and accurate basis.

The candidate to handle audits such as SDA, Concurrent / Internal, Statutory Audit and ensure no major issues

The candidate is responsible for driving targets to reduce annuity pendency and pension pendency, achieve T day payout

Liasion/ Engagement with various stakeholders- across all functional areas, including sales, business units, information technology and outside vendors for customer payouts, improve KPI scores and effective complaint resolutions.

What does the job entail?

Responsible for timely and accurate processing of Annuity and Pension Maturity

Timely and accurate processing of policy loan disbursement, settlement, policy assignment, annuity processing etc

Timely and accurate processing of MIS reporting - Monthly MBR PPT, Weekly Loan Further Requirement, TAT monitoring





Control reports monitoring and timely actioning on the outliers till closure

Preparing dashboards for Group Annuity payouts

Handling audits such as SDA, Concurrent / Internal, Statutory Audit and ensure no major issues

Responsible for system automation and bring in improvements on the handling mechanism. Initiate process improvements thereby ensuring high productivity and efficiency levels of the function

Liasion/ Engagement with various stakeholders- across all functional areas, including sales, business units, information technology and outside vendors for customer payouts, improve KPI scores and effective complaint resolutions.

Processing assigned activities related to Annuity, Loan & Segments

Work Experience

2+ years

Essential Qualification

Graduate

Preferred Skills

Previous exposure in payouts of loans and annuities Valuable in Excel, data management and positive communication skills

📌 Associate Mgr Annuity, Loan & Segments Annuity, Loan And Segments Mumbai
🏢 HDFC Life
📍 Mumbai