Empanelment- Assistant Manager UBI Services

2.0 - 5.0 years

3 - 7 Lacs

Thane

Work from Office

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.

Posted 2 weeks ago

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