Operations Executive

UBI Services

0 - 5 years

1 - 3 Lacs

thane

Posted:-1 days ago| Platform:

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Skills Required

retail assets checker msme loan

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Make special approvals & notes for new implementation.
Daily Checking & Finalize Integrated Deals.
On time Commission & Invoices work need to be completed.
Prepare Incentives of REs and Supervisor

KRA

CRM - Empanelment

After Finalisation on end of the month verify all product deals (Car loan, Home Loan, Mortgage loan, Gold Loan, Education loan, MSME Loan) amount and update the same in CRM as per requirement.
Data add in google sheet for calculation process. (Partners, Sub partners, Users & Deals)
Monthly maintaining these data and after that share Confirmation certificate to all RHs.
After final signed approval of RH will process invoices.
The Invoice creations of Partners and Sub Partners was efficiently handled which helped for their Payments on time, which helped to build its relationship with the clients effectively.
Partner commission & FM Commission module creation for proper tracking of Payments of Partners and Sub Partners on monthly basis.
Handling CRM modules which are partners, sub partners, deals, CRM users, Dashboards, Partner & FM commission, Reports.
Prepare Incentives of REs and Supervisor’

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