Position Overview
Key Result Areas - Pre-screening and Conducting system checks on applications to ensure alignment to process and policy requirements
- Robust MIS and Tracking of all applications & supporting NSM in delivery of MI, critical for internal sales monitoring
- Support sales team in Fulfillment of Pay orders and clearance letters at Other Banks
- Chub management - Safe custody of documents submitted by respective sales officers/Advisors
- Co-ordinate with sales teams and prepare mandatory reports on deferrals, buyouts, mystery shopping or any other ad hoc reports whenever required
- Monitor & follow up with sales staff on CRM leads & ONR
- To co–ordinate with the sales teams on pending issues related to complaints, mis selling or fraud
- Support in reducing error rate in submissions to increase efficiency as per the lean principles
- To promptly manage issues highlighted by sales team related to customers, to avoi...