Integrates related data from various sources and systems applications, analyzes and presents financial information into meaningful and actionable reports to support the decision-making processes of the Bank. The officer functions with particular emphasis on the analysis, development, maintenance and automation of reports on internal performance indicators.
II.Duties and Responsibilities Develops timely, accurate and comprehensive reports and analysis on internal performance indicators enabling senior management to monitor the progress of strategic plan implementation and to aid them in the decision-making process. Gathers, analyzes and reconciles relevant data sets from variety of sources and databases to ensure accuracy and completeness of reports. Understands the methodologies associated with data gathering, processing of reports being handled to enable process streamline and automation. Proactively identify new reports that may be helpful to users. Prepares and updates process manuals of reports being handled. Examine, analyze, review and rationalize current processes and reports to assess accuracy, completeness, and conformance to reporting and procedural standards and check areas for possible improvements. Actively participate in the planning stage to provide inputs on how to efficiently process and prepare financial & non-financial.
Qualifications 5 to 8 years of experience in Management Reporting College Graduate of Accountancy or Business related course
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases