Team Member - Digital Transactions - Mumbai
- Max Life Insurance
- 7 to 10 Yrs
- Mumbai
- 4 years ago
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Job Description
Principal Accountabilities
Accountability
Supporting Actions
Managing daily digital transactions
1. Liaising with CAMS to close pending transactions, DC rejection cases, pending transactions and not in good order transactions.
2. Utilization of funds on a daily basis for digital transactions.
3. Liaising with CDSL and NSDL for timely corporate action
4. Monitoring reconciliation of digital transactions and ensuring NIL unreconciled credits.
5. Reviewing unposted and rejected transactions for any gaps.
6. Monitoring Insta redemption as a process
7. Monitoring balances for Insta redemption and IMPS account.
8. Monitoring channel and exchange transactions
Managing digital developments at AMC / CAMs / exchanges etc
1. To ensure that proper communication flows to all channel partners, digital assets, exchanges and MFU whenever new regulations or processes are issued.
2. Monitoring digital transactions for accuracy and any gaps.
3. Carrying out UAT for new digital developments.
4. Monitoring ongoing digital transactions and digital services.
5. To ensure all transactions wrt demat and exchange are processed accurately. Corporate action process to be monitored
6. Handling ETF transactions.
7. Liaising with It team for any developmental needs or any queries.
Query handing
1. Ensuring that all Queries are responded within TAT
2. Carrying out RCA for any query incase of any trend found.
3. CRM analysis
Vendor Management
1. Processing all vendor/ exchange & depositories invoices within TAT
2. Ensuring the invoices are raised as per the approved structure.
3. Computing monthly provisions and yearly budget computations.
Qualifications:
Others
Minimum Experience Level:
8-10 Years
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services Role Category: Sales / BDOperations Management / Process Analysis Functional Area: Not ApplicableRole/Responsibilies: Team Member - Digital Transactions - MumbaiContact Details:
Company: Aditya BirlaLocation(s): Mumbai
Keyskills: transaction management digital transactions digital strategy team member
Max Life Insurance
About the organization:Max Life Insurance is India’s 4th largest private life insurance company and is the largest non-bank promoted private life insurer in India. We have demonstrated success in building a business now operating at considerable scale, reflected in more than 60,000 cr of As...
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