Role Purpose:
To manage NB and servicing of new trusts and PSU trusts
Key Accountability
1. Transaction processing of Group Annuity ( NB Issuance )- FTR / Accuracy and TAT adherence
2 Annuity issuance receipting, date entry of NB form in CAMS
3. Dispatch and Reconciliation
3. Annuity client servicing- Minimum client escalations and accurate closure of service request
Servicing request includes resolution to general queries, processing of life verification request, bank a/c updation and nominee / death claims
4. Annuity servicing of bulk clients - Includes Quote preparation/Client file maintenance and release of timely pension for bulk pensioners
Keyskills: group annuity annuity servicing death claims new business client escalation Client Servicing group operations