Officer - Customer Verification & MIS, BancTakaful

To ensure that all financial validations are in line with bank’s guidelines, with a target to comply with Finance and VAT Teams guidelines in line with standards and regulations to maintain healthy portfolio, to achieve bank’s goals.

Key Responsibilities:

• Ensure adherence of all documentation and activities to bank’s SOP, SLAs and regulatory guidelines.
• Performing a reconciliation between the Master Files and the successful payment reports (daily SFTP file), and then any mismatch to be handled accordingly.
• Perform reconciliation/validation for the monthly commission/clawback reports received from providers, and manage the collection process through the following steps and in coordination with:

 - GBO for financial entries

 - Finance/VAT for VAT invoicing

 - Provider for sending VAT able invoices and collection with follow ups within specified TAT.

• To identify and suggest areas which can lead to reduction in clawback.
• Highlight the process gaps which may lead to miss-selling and suggest solution.
• Follow up pending documentation case(s) with Sales in order to assist in closing them.
• Follow up policies with pending payments to regularize the same and provide customer feedback where applicable.
• Facilitate Complaint Resolution Unit in resolving Takaful related queries and complaints.
• Highlight any case which may leads to dissatisfied customer.

 All the above accountabilities include but not limited to any additional/new tasks or responsibilities assigned by the line Manager.

• Minimum high diploma & above (Bachelor’s degree preferred)
• Minimum 2-3 years, preferred banking experience in customer service