Chief Manager (Regulatory Reporting) - Mumbai (Goregaon E - HO)

Kotak Life; Mumbai; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Kotak Life in Mumbai (Goregaon E - HO) seeks a Chief Manager for Regulatory Reporting and Business Analysis. The role focuses on IRDAI reporting, management reporting, and advisory support for senior leadership.

It requires CA with 3+ years of relevant experience, strong Excel skills, and ability to coordinate with Compliance, Actuarial, Product, and IT teams. The role involves overseeing regulatory submissions, budgeting analysis, and driving MIS automation while mentoring a team.

Qualifications

• CA qualification with relevant industry experience in regulatory reporting.
• 3 years plus industry experience in insurance/regulatory domains.
• Dispute resolution and multitasking abilities are desired.
• Proficient in English and Hindi; advanced MS Office skills.

Responsibilities

• Prepare, review and submit regulatory returns and statements to compliance.
• Prepare and review management reports, dashboards, and executive presentations.
• Conduct budget variance analysis and advisory analysis for management.
• Drive automation of reports and MIS using SQL, Excel, SAS, etc.
• Liaise with Compliance, Actuarial, Product, IT and other stakeholders.

Skills

Regulatory reporting

Business analysis

Management reporting

Team management

Advanced Excel

SQL

English/Hindi proficiency

Education

CA

Tools

SQL

Access

Excel

SAS

Job description

Chief Manager (Regulatory Reporting) - Mumbai (Goregaon E - HO) Mumbai, Maharashtra, India 3 - 6 Years Employee

JOB DESCRIPTION

POSITION

ChiefManager (IRDAI Reporting and Business Analysis)

DESIGNATION

Chief Manager

POSITION GRADE

L5

DEPARTMENT

CPC

SUBDEPARTMENT

BAAT

REPORTING POSITION

L7

DOTTEDLINE REPORTING TO

-

NO. OF POSITIONS REPORTING IN

7

MANAGEMENTLEVEL

-

OBJECTIVE OF THE ROLE

Key role entrusted with regulatory reporting,business analysis and advisory and management reporting activities. Basis thetechnical skills of team and self, expected to give out meaningful analysisand insights of company’s business.

KEY RESPONSIBILITIES

Weightage

• · Managing the preparation, review andsubmission of various regulatory returns, reports and statements, to besubmitted to compliance team.
• · Managing the preparation, review andsubmission of various management reports, dashboards, highlights,presentations to the senior management of the company.
• · Prepare annual operations budget along withactual vs budget variance analysis
• · Provide advisory to management basis by doingvarious analysis basis available data, information
• · Participate and contribute for projects asneeded also drive automation of various reports and MIS through tools likemacro and applications like SQL, Access, Excel, SAS etc.
• · Liaise with compliance, actuarial, productsteam and other stake holders for understanding various aspects of theinsurance business and harness the same for management or regulatoryreporting.
• · To resolve any challenges which the team mightexperience in providing the above deliverable and manage a team
• · Any other task as per management requirement

1. 25
2. 10
3. 15
4. 10
5. 10
6. 10
7. 5
8. 5
9. 10

TOTAL

100%

INTERACTIONS

Internal Relations:

• 1. Compliance
• 2. Accounts
• 3. CORP MIS
• 4. IT
• 5. New business
• 8. Branch Ops

External Relations:

• 1. Vendors (case to case basis)

REQUIRED QUALIFICATION ANDSKILLS

EducationalQualifications: CA

Work Experience:

• 1. 3 years + industry experience
• 4. Dispute resolution skills
• 5. Multitasking

Otherskill set:

- Proficient in L/R/W/S in English and Hindi.

-Advanced excel, word, PPT skills required