Senior Executive Assistant Manager - Fund Business Operation A Position Overview Position Title Senior Executive Assistant Manager - CBO Department Operations Level Band Senior Executive Assistant Manager B Organisational Relationships Reports to Manager Supervises CBO - Employer Employee issuances C Job Dimensions Geographic Area Covered All locations from the HO Stakeholders Internal All departments Stakeholders External All the customers Partners Clients Intermediaries Role Summary This role requires handling PAN India Issuances and servicing of Group Fund clients Intermediaries and business teams This position requires a candidate to have corporate client handling background or should have experience in managing high end retail clients Insurance experience will be preferred Roles and Responsibilities The candidate is expected to manage the below mentioned activities Verification of documents and follow all compliance protocols including the AML KYC guidelines Following Unit Linked Non-Linked regulations Recent business policy issuances Processing Fund withdrawal requests received from Pan India clients Ensuring on time annuity payouts to customers Processing servicing requests - Fund switch Endorsements sharing Fund statements MIS reports Commission payouts Coordination with the finance servicing team and compliance Actuarial in order to ensure end to end closure of requests Ensuring that all cases are closed within TAT and SLA is maintained D Key Result Areas Adherence to established processes Following the process coordinate with IT team for cases on adhoc basis Ensure timely updation of trackers Maintain consistent quality scores Controls Be updated on any process regulation changes and communicate the same to relevant stakeholders Daily reconciliation of MIS E Competencies Competency For Proficiency Scale Proficiency Scale Description Customer Consumer Orientation 2 Ensures thorough follow up with servicing teams to ensure that customer concerns are responded t