Deputy Manager - Finance

• Responsible for managing the Distributions Service Delivery Operations function. This role involves strategic leadership, operational oversight, stakeholder management, compliance and process optimization. The candidate will drive initiatives to enhance distributions service and delivery quality, ensure regulatory compliance, and contribute to business efficiency.

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• Key Responsibilities:
• Own and manage distribution onboarding and service-related operational journeys, ensuring accuracy, compliance, TAT and quality.
• Understand business requirements and translate them into clear BRDs, process flows, functional requirements and acceptance criteria.
• Prepare test strategy, test cases and test scenarios; coordinate UAT, defect tracking, retesting and production readiness/sign-off.
• Work closely with Business, Distribution, Technology, Operations and other stakeholders to resolve process/system issues.
• Identify process gaps, recurring manual activities and control weaknesses; recommend simplification and digitization opportunities.
• Drive smart automation using VBA, Excel, Python or other suitable tools to reduce manual intervention and improve operational efficiency.
• Build and maintain MIS, dashboards, trackers and analytical outputs using advanced Excel capabilities.
• Perform data analysis, reconciliation, validation and root-cause analysis to support operational decision-making.
• Manage team deliverables, allocate work, monitor productivity and quality, coach team members and build a strong ownership culture.
• Prepare management updates, highlight risks/issues, track action items and ensure timely closure of deliverables.
• Support continuous improvement initiatives and standardization of SOPs, controls and operating processes.

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• Key competencies/skills required
• Business Requirement Gathering, BRD Preparation Process Documentation
• Testing, UAT Coordination Defect Management
• Advanced Excel, MIS Reporting Data Analytics
• Life Insurance, Distribution Operations Seller Onboarding
• Process Management, Operational Controls Continuous Improvement
• Automation using VBA, Macros Python
• Strong Analytical, Problem-Solving Root Cause Analysis Skills
• Stakeholder Management Cross-Functional Collaboration
• Effective Verbal Written Communication
• Team Leadership, People Development Escalation Management
• Strategic Thinking with Strong Operational Acumen
• Team Player with a Collaborative and Growth Mindset

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• Measures of Success
• 1. Achievement of business SLA targets, operational KPIs, and committed timelines.
• 2. Improvement in onboarding TAT, quality, and First-Time-Right (FTR) percentage.
• 3. Reduction in manual effort through process simplification, digitization, and automation.
• 4. Timely and high-quality delivery of BRDs, testing, UAT, and technology initiatives.
• 5. Effective resolution of operational issues, defects, risks, and stakeholder escalations.
• 6. Improved MIS accuracy, data quality, and operational control effectiveness.
• 7. Strong adherence to internal policies, regulatory requirements, and audit standards.
• 8. High team productivity, capability development, performance management, and risk governance.
• 9. Positive stakeholder feedback, strong collaboration, and minimal escalations.
• 10. Regular leadership reviews with actionable insights, trend analysis, and continuous improvement initiatives

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• Key Relationships (Internal)
• Distribution Team
• MIR/ Reporting Team
• Compliance Legal Team
• Human Resources (HR)
• Finance Team
• Operations Team
• IT/ Digital Team
• Internal Audit Team

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• Key Relationships (External)
• Agents / Sellers
• Regulatory Authorities
• Vendors
• Educational Background:
• - Graduate/Postgraduate in Operations Management, Business Administration, or related field.

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• Experience:
• 6-8 years of prior experience in a team and process management role within a large, complex organization
• Proven track record of leading projects and digital transformation initiatives.
• Demonstrated success in managing high volume operations processes.
• Strong background in process automation and system management, with a focus on leveraging AI / Smart Tools.
• Experience in stakeholder management, compliances, internal external audits

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.