Role Purpose:

- Objective of the role is to enhance MIS & Reporting platforms for business reporting which includes sales and distributor MIS.

- Managing MIS & Reports in rapidly changing business environment is one of the key requirement that role holder will be managing.

- Making dashboards that are customized, intuitive, easy to change, scalable and stable will be one of the key responsibility of job holder.

- Candidate should have good understanding of various processes in insurance domain with deep understanding of distribution and sales along with experience on MIS and reporting tools cognos along with exposure of visualization tools like qlick, power BI, Tableau etc

- Candidate should have demonstrated expertise in designing of dashboards that communicate performance variation and probable reason for the same.

Principal Accountabilities: Key activities and decision making areas:

- Provide one platform to Sales/Persistency teams for all data MIS related requirements

- Ease of use and interpretation

- Seamless working of application and aligned to business requirements

- Analysis on correlation between input and output Customers / Stakeholders

Business teams:

1. All business scenarios in terms of input management should be developed in application

2. Tool should work as enabler and give access of PFR and other transactional information to user

Distributor :

1. MIS and analysis on input management

2. Updates on pending information and persistency

Vendor management:

1. Professional and healthy relationship with vendor

2. Payment procedures to be adhered as per company policy

Ensure all scheduled MIS's are dispatched within time and accurately

Leadership & Teamwork:

- The team should be staffed and trained adequately to handle all processes irrespective of the business volumes

- Create a high performing and learning organization

- Constantly upgrade skill and competency levels of the team

- Foster a culture of continuous improvement and sustained value creation

Adequate backups have been created in the team for all processes

Operational Effectiveness & Control:

- Ensure all MIS published to the Sales team and Channel partners are done within the specified timelines accurately.

- Develop a comprehensive mechanism which ensures that Initiatives are taken on a regular basis to publish new set of MIS that will enable better decision making for the management

- Continuous system development and automation of MISs

Complete adherence to all compliance and regulatory requirements and accurate MIS reporting

Major Challenges (The challenges inherent in the role that require a continual test of the role holder's abilities):

- Interact and work closely with the sales staff of all channels (HSBC, OBC and Canara) and liaison for an effective and sleek system.

- To regularly analyze the data sources available to generate new MISs which will help in business development and also will aid the management in decision making.

- To constantly review the MIS which is published so that the same can be done in formats; which are easily comprehended by the business.

- Continuous system development required to automate the process as much as possible.

- Developing long term business strategy for sustainable new business opportunities.

- Preparing business cases and designing execution plans.

Role Context (The environment and operating conditions of the role including the extent of guidance and authority):

Guidance from

- Legal & Compliance Department for handling Legal or Regulator complaints.

- Finance

- Sales

Management & Leadership of Regulatory, Compliance & Operational Risk (Operational Risk / FIM requirements):

- Report any operational risk or operational risk loss to the line manager immediately (who is required to timely report to Operational Risk Coordinator) if the jobholder becomes aware of emerging or inadequately controlled operational risk or identify an operational risk loss in accordance with section B.1.2 of the Group Operations FIM.

Observation of Internal Controls (Compliance Policy / FIM requirements):

- To timely report any emerging or inadequately controlled risks and operational risk losses to their line management and the Risk management function.

Others:

- Experience of using cognos and other visualisation tools.

- Data base & data disctionary metadata management

- Automation of reports using cognos

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