General Manager - Digitization - BFSI

The role is based with a reputed Life Insurance company in Mumbai.

Job description of Digitization team

- Create & implement Mobility & Web based applications for Internal employees & Agent Advisors spanning Pre-sales, Selling process & Servicing requirements.

Key Responsibilities:

- Conceptualize the requirement

- Business Requirement documentation for all the modules

- Coordinate screen designs with design agency, IT vendor

- Coordinate development with internal IT team

- Create User acceptance/business test beds for mobility and web applications

- User acceptance testing (UAT) for the modules

- Collate Feedback from sales team on the field

- Analysis of usage reports

Day to day activities of the DT:

- Interact with IT team and IT vendor to work on day to day issues on the ground

- Analyse data from call logging system to list the field level issues and ensure that the tickets are closed within the defined TAT by laisoning with the IT team

- Understanding the current physical process & design the digital process to achieve the business vectors

Detail the business requirement specifications& User Acceptance testing for all the modules

- Customer prospecting

- Recruitment

- Lead management system

- Digital knowledge library

- Content Management module

- Online sales processing

- Dashboard for frontline & Agent Advisors

- Any other

Interact with various stakeholders:

- IT team & Vendor: Development, UAT, Enhancements, Integration, Support at ground level, User queries, etc

- HO/ Sales team: Implementation & feedback

Analyse data shared by marketing/BIU teams on a daily basis and publish reports.

Harveen Kapur