Role description

A.Position Overview

Position Title

AM

Department

Digital Business Unit

Level/ Band

Role Summary:

Support the Actuarial function as a member of either the Statutory Valuation or Shareholder Reporting team, delivering accurate and timely actuarial reporting, analysis, and business insights. Responsibilities include managing statutory reserves and solvency assessments, asset share and bonus supportability analysis, surplus reporting, Market Consistent Embedded Value (MCEV) calculations, analysis of MCEV movements, and business planning activities. The role contributes to regulatory compliance, financial reporting integrity, and strategic decision-making through high-quality actuarial analysis and stakeholder engagement

B.Organizational Relationships

Reports To

Manager/Senior Manager

Supervises

NA

Job Dimensions

Geographic Area Covered

Thane

Stakeholders Internal

DSF Team/Training team/DBU team

Stakeholders External

Call center Team and other partner

C.Key Result Areas

Reporting

.Conduct Training classroom ( Product, process, selling skills, telephonic aitiquiest, etc)for New joiners.

.Handholding of current joiner through OJT.

.Understand the needs of training by TNI provided by quality team

.Coordination with content team for designing content as per the PFA requirement





.Conduct refresher training as per TNI shared by quality team

.Ensure met compliance and regulations requirement

.Build the process to check the effectiveness the training

.Circulate updated MIS to all stakeholder

.Drive education series on product, process and ops so that it will increase the productivity of the caller and issuance rate.

.Coordinate IRDA-related activities and agent credentials.

.Identify knowledge gaps and coach agents.

.Manage escalations from field teams and RMs.

.Investigate root causes.

.Coordinate resolution with stakeholders.

.Maintain escalation tracker and closures.

D.Skills Required

Technical

.Insurance, Life insurance, Telesales

Behavioral

Essential

Desired

Interpersonal skills

.

Communication skills

.

Creative thinking skills

.

Supervising / Leadership skills

.

Teamwork Skills

.

Influencing skills

.

Relationship Building skills

.

Decision making skills

.

E.Incumbent Characteristics

Essential

Desired

Qualification

Graduate

Post Graduate - MBA/Exe. MBA (Preferably in Marketing or Operations )

Experience

3-5 years of experience in life insurance

1-3 years of experience in Training and quality

📌 Assistant Manager - Digital Business Unit (Thane)
🏢 Tata AIA Life
📍 Thane