Profile
Key Responsibilities:
Report to Manager and handle 1 subordinate.
Provide MIS & Back Office operations support for the Finance.
Synchronize with HR to release and hand over offer letters to the Agency channel staff.
Present monthly reports to top management highlighting performance of regions and channel partners.
Monitor MIS applications and publish sales bulletins.
Liaise with various departments and branch heads pertaining to channel specific issues.
Ensure judicious payouts of Incentives, Contests and other heads by respective departments on time and as per the norms defined by the channel.
Plan and design sales contests as indicated by channel requirements.
Participate in Agency Planning process, Budgeting, and Designing Goal sheets.
Supervise daily and monthly business performance for the Agency channel.
Generate weekly and monthly Advisor Dashboard, Manager Distribution Dashboard, and Assistant Business Manager Dashboard.
Prepare weekly and monthly Merit List of Advisors, Manager Distributions, and Assistant Business Managers KPI reports.
Set up the My Time Credit Report and upload the data dumps in AIM.
Resolve queries concerning My Time Credit and AIM Systems.
Generate New Business and Completion Reports on a Daily Basis.
Arrange for Advisor Activisation and Productivity Reports on a Daily Basis.
Generate Advisor Recruitment Report on every day.
Deliver daily as well as monthly MIS reports to all regions and distributors.
Exercise efficiency in Elixir, Ack System, My Time Credit, and Agency & Alliances Information Systems.