Narahari Shirpuram

Assistant Manager Accounts & Finance at IDBI Federal Life Insurance Company Ltd

Mumbai,Maharashtra,India | Insurance

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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.

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