KEY RESPONSIBILITIES

 Maximize Paid to Applied Business in coordination with Issuance/underwriting team and finance

 Handling Centralized welcome calling Process.

 Reduction in Discrepancy ratio.

 WIP Management - GO actionable TAT, issuance TAT.

 Vendor Bill Management

 Manage Dashboards &

- Governance for field ops

 Field operation &

- HO coordination for field operation fulfillment support.

 Lead Employee engagement initiatives for CAT-ops

MEASURES OF SUCCESS

 Paid to Applied Business ≥92%

 Ensure 100% welcoming calling on applied current business on time

 Minimize channel discrepancy ratio <5%

 Reduction in Business leakage <5 %

 Improvement in Employee engagement score

QUALIFICATION &

- EXPERIENCE

 Graduate in any discipline.

 5-7 years of experience in New Business.

 Life insurance experience is preferred

KNOWLEDGE &

- SKILL

 Excellent Inter-personnel skills

 High internal customer centricity

 Relationship building

Job Title: Deputy Manager –Customer Advisory Team

Band: 5B

Reporting To: Assistant

Vice President

Incumbent

Department

Customer Advisory Team

Supervising

JD defined on

Location: Gurgaon

📌 Deputy Manager - CAT - Loyalty (Uttar Pradesh)
🏢 Axis Max Life Insurance
📍 Uttar Pradesh