Job Purpose

The role is responsible to communicate and update sales force including advisors on various contests by providing them online/off line contest status, rewards achieved, etc through effective and effective processes with accuracy and timeliness

Job Context & Major Challenges

Job Context: The role is responsible to communicate and update sales force including advisors on various contests by providing them online/off line contest status, rewards achieved, etc through effective and efficient processes with accuracy and timeliness

Job Challenges: 1. Adhering to TAT and accuracy in computing tentative updates is time consuming and tedious task due to multiple system. For every update (Introduction/Completion) we have to map the FLS & SLS code etc. from CMS system separately. One common system is not available for extracting the business details, tagging details, etc.

2. Manual and lengthy process which are time consuming and tedious.



Automation of processes through use of IT can improve TATS, accuracy & efficiency

Key Result AreasKRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)
KRA1Accuracy & TAT of Updates of contests1. Sending accurate MIS at desired frequency

2. Ensuring TAT and effective communication

3. Analysing and presenting MIS in different forms for ease of communication
KRA2MIS-Process Adherence1. Ensuring Maker Checker for correct MIS

2. To work on improvement of MIS process and automation

3. Contest trigger files & Upload
KRA3Efficiency & Automation of contest MIS1. To automate the Contest MIS process with use of technology

2. To constantly build efficiency and effectiveness
KRA4TATS1. Prepare MIS for contest within timelines and compile the reports on time.

2. To maintain the MIS/related records

📌 TM_Dy.ChiefMgr_DDM_Goregaon (India)
🏢 Financial services
📍 India