Empanelment- Assistant Manager

UBI Services

2 - 5 years

3 - 7 Lacs

Thane

Posted:2 weeks ago| Platform:

Apply

Skills Required

Crm Systems Checker Maintain invoice Kyc Verification

Work Mode

Work from Office

Job Type

Full Time

Job Description

Review and approve all KYC documents in the CRM system to ensure compliance.
Ensure timely creation of all Partner codes in the CRM system.
Regularly check and update KYC documents for existing Partners and Sub-Partners.
Verify and check related parties' data for audit purposes.
Maintain records of Partner and Sub-Partner invoices on a monthly basis.
Share daily Empanelment Management Information System (MIS) reports with the Accounts Team and relevant regional teams.
Conduct weekly meetings with Sales Coordinators to discuss updates and ensure smooth communication.
Address and resolve queries related to Empanelment by coordinating with the Accounts Team, Regional Head, and Sales Coordinators.
Coordinate with the CRM team to implement modifications and improvements in the CRM system as needed.

Ensure that all KYC documents and procedures comply with regulatory requirements and internal policies.
Manage and streamline the code creation and documentation update processes to minimize delays.
Maintain accurate and up-to-date records of invoices and partner data.
Work closely with internal teams to facilitate smooth operations and address any issues promptly.

Provide timely and accurate reports and updates to relevant teams and stakeholders.

More Jobs at UBI Services

Cluster Head Sales

Hyderabad

5.0 - 9.0 yrs

INR 4 - 8 Lacs

Compliance Manager

Thane, Navi Mumbai

5.0 - 8.0 yrs

INR 5 - 7 Lacs

Hr Executive And Recruiter

Thane

1.0 - 2.0 yrs

INR 1 - 2 Lacs

Assistant Administration Manager

Thane

3.0 - 6.0 yrs

INR 5 - 6 Lacs

Empanelment Executive

Thane, Navi Mumbai, Mumbai (All Areas)

1.0 - 2.0 yrs

INR 1 - 3 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.