Location: Mumbai

Department: Policy Servicing

Role: MIS Reporting & (KMP + SB Payouts )

Key Responsibilities

1. KMP Reporting & Governance

- Maintain daily, MTD, and YTD KMP dashboards across CSPS/LifeAsia.
- Track deviations ageing SRs, repeat issues, and escalate breaches proactively.
- Coordinate with PS, PB, Risk, Compliance, IT teams to ensure zero deviation and robust RCA documentation.
- Maintain audit trail and support SOX/regulatory audit queries related to KMP.

2. SB MIS & Payout Monitoring

- Prepare daily/weekly/monthly SB payout MIS, including duedate payouts, arrear cases, premiumlinked payout triggers, and suspense clearance.
- Track penal interest exposure and highlight potential risk transactions.
- Publish SB disbursement dashboards for management with actionable insights.
- Maintain structured SB data for NPS analysis, complaint trends, and PPC reporting.

3. Core MIS Operations

- Develop automated MIS templates using Excel, Power Query, VBA, and dashboards.
- Ensure data accuracy, consistency, and version control across reports.
- Publish governance packs for senior leadership (VP/AVP, Head PS).
- Support crossfunctional MIS needs such as complaints reporting, escalation logs, SR open reports,



and outlier analysis.

4. Process Improvement & Automation

- Partner with IT/ETG/BSG for MIS automation, data pipeline creation, and dashboard integration.
- Identify recurring data issues and propose systemic fixes.
- Contribute to UAT cycles for MISrelated changes and validate data flows before rollout.
- Support
- governance forums with structured MIS and insights for decision-making.

Key Skills & Competencies

- Solid analytical, datamodelling, and dashboarding ability.
- Advanced Excel/Power Query; familiarity with SQL preferred.
- Deep understanding of life insurance operations (SB, KMP, CSPS, LifeAsia).
- High accuracy and attention to detail in MIS handling.
- Excellent communication and stakeholder management.
- Ability to work under stringent timelines and multiple priorities.
- Problemsolving mindset with focus on automation and data hygiene.

KPIs

- Accuracy & timeliness of MIS reports.
- Reduction in KMP deviations and penal exposure.
- SB payout governance adherence.
- Automation delivered and manual efforts reduced.
- Data quality improvements and fewer escalations.

📌 Policy Servicing - MIS & KMP +SB Payouts (Mumbai)
🏢 HDFC Life
📍 Mumbai