403 Renewals Jobs - Page 9

Technical support and provision of services at the client end. Should be responsible for demos. Provides any necessary data or reports to the sales team. Exerts attention to detail, as client may have the same problems. Online IT support to client. Required Candidate profile Reports the problems as necessary and to solve the problems. Technical support related to IT solutions to corporate clients. Renewals of IT solutions. Good communication skills in English and Hindi

Retention Voice - Good communication - Gradute + 1 yr experience mandatory Salary:- 17000 in hand 22000 CTC Shift timing:- 7.00am to 4.00pm 3.30pm to 12.30am Any 9 hrs rotational shift

Role & Responsibilities : Act as a single point of contact for the paying customers and handle their entire life cycle from welcome call to renewal stage Manage the coordination between the paying client and interested buyers/tenants by arranging conference calls and site visits, if they agree to meet after the call Work closely with internal teams like activation support, graphic design, and back-end operations to ensure smooth customer experience Pre-empt customer issues and proactively resolve them to ensure a seamless buying cycle for the customer Own all escalations and quickly acknowledge, resolve and keep the customer in the buying cycle Required Skills: Minimum of 1 year of experience in a similar role Strong communication and interpersonal skills to manage relationships with high-net-worth individuals Excellent organizational and time management skills Ability to work collaboratively with internal teams and external stakeholders Good analytical and problem-solving skills to pre-empt and resolve customer issues Experience in the real estate industry is preferred but not mandatory. * Shuttle Service is available from Botanical Garden Metro Station

Job Title: Dealer Sales Manager Location:- Chennai (Tamil Nadu) & Vijaywada (Andhra Pradesh) Role Overview: As a Dealer Sales Manager, you will be responsible for driving sales, expanding the dealership network, and managing relationships with car and bike dealerships in your assigned region. This involves generating new business, managing leads, and ensuring customer satisfaction. Key Responsibilities: New Dealer Acquisitions: Onboard new car and bike dealerships in your assigned territories . Lead Management: Manage and follow up on leads, coordinate test drives, and confirm bookings. Business Development: Generate revenue from dealerships and OEMs by selling digital services and media products. Revenue Collection: Ensure timely payment from dealerships and resolve any payment-related issues. Relationship Building: Maintain strong relationships with dealerships and deliver top-notch service quality. Required Skills: - Strong communication skills in English and the local language. - A willingness to travel frequently within the region to meet dealerships. - Basic knowledge of MS Excel and an understanding of digital marketing is a plus. Additional Information: Travel: Candidates must be open to travel across the assigned region. Ownership of a two-wheeler is mandatory for travel. (Daily travel allowances will be provided by the company.) Working Days: Monday to Saturday (6-day week). Compensation: 85% of the total CTC is fixed, while 15% is performance-based variable pay. Variables are credited monthly. Interested candidates are requested to drop their resumes at saurav.joshi@girnarsoft.co.in or WhatsApp at 7703945867 along with the below mentioned details: Current/Last Organisation Name: Current/Last Designation: Current CTC: Current Location: Total Work Experience: Notice Period: Reason of Leaving your current organisation: Open for Travelling: Comfortable working 6 days a week (Mon to Sat):

Oversee and manage the claim settlement process, ensuring prompt and claims processing Coordination of insurance team with branches to maximise renewal of insurance Ensure expiring insurance of customers are renewed on time

Payroll-Bank Des-Team Leader Process-Outbound/Inbound Salary-8.5 Lakh 2 year of experience as Team Leader in a contact center on papers, Banking Process (Loan, Credit Card Location-Thane/Malad Call 9082104424 Saba 8850266500 Apoorva Required Candidate profile Motivate the team to achieve their targets. To manage and Lead the team of 20 Have to maintain attrition and Shrinkage rate of the Team. Excellent English communication Graduation mandatory

Payroll-Bank Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-19500 Fresher exp 34500 Work Location-Belapur/Airoli/Thane Call-8850266500 Shruti 9082104424 Sejal www.hyfly.in No Back Office Required Candidate profile Familiarity with standard capital market concepts, procedures, and regulatory framework Good knowledge of Ms Office, especially Excel. Graduates / HSC Fresher can also apply Age should be 20-32 yrs

Classification - Confidential Job Name RM-EEG Job Title : RM-EEG Business Unit: Emerging Enterprises Group Team : Emerging Enterprises Group Reports to (job) : Territory Head Location of role : Sonipat Job Function : Sales Role Type: Individual contributor *IC Individual contributor Job Band Range : E1 E4 Travel Required: Moderate ( Candidate should be comfortable in travel for work in assigned location). Note-: local candidates of Sonipat with Banking, Working Capital, Sales are preferred for this role. Job Purpose To run initiatives in line with key objectives of the Business in order to attain the banks objective of business leadership. Key Responsibility Areas : Branch Management Actionable 1 Plan the branch visits detailing the coverage every week 2 Meeting the branches during the morning meeting - every branch once a month 3 4 5 Scoping the RM/PB customer for lead/joint calls OR make use of available resources in the branch for leads/joint calls Planning the catchment area activity/scoping for lead generation/joint call Ensure RM/PB activation from the activities above and review of branch performance/resource wise performance/review with CH as and when required. 6 7 8 Creating excitement in branches/spot sanctions/contests/recognition program Check CRM daily and review the leads/update follow up leads/with dates Document branch meeting through Cogent/mails Lead generation/logins 1. Planning the above so that it translates into 2 calls per day/2 appointments per day 2. Send the communication to the customer on documents required 3. Follow up the on the calls made for documents/arrange for pickup of documents 4. Check for completeness of documents 5. Go through the Financials/bank statements for churn/bounces/interest servicing Classification - Confidential Classification - Confidential 6. Collection of property documents for legal/valuation - check for completeness chain docs etc. 7. KYCs 8. List down the points to be clarified from the customer 9. Fill in the FAQs post discussion with the customer 10. SPE updation 11. Submission of file to ops for scanning 12. Submission of docs for legal/valuation 13. Co-ordination with customer/valuer 14. Buyer/supplier ref check -----> Ref leads Cross Selling Renewals 1. To be the one-stop shop for each of our EEG clients and provide suitable gamut of financial products such as Insurance, CASA, Credit Cards, Other Assets Products as required by the customer. 2. Monitor and track Leads. 1. List down the renewals every month for the next two months 2. Work on the renewals in advance 3. Mail to the respective customers on docs required for renewal 4. Follow up weekly twice for docs 5. Arrange for collection of documents 6. Check the documents for completeness 7. Study the financials/bank statements/churn/interest servicing/aberrations from the stated nos 8. Speak to the customer for addressing issues/aberrations 9. SPE 10. Hand over to ops for scanning 11. follow post login formalities 12. For renewals overdue and having genuine delay put up for extensions CAM conditions review/OBA review 1. Churn review for OBA once a month Classification - Confidential Classification - Confidential 2. Conditions review once a month 3. If OBA waiver required/check for justification/check for churn/put up to the authority 4. If not inform the customer on closure of OBA/levy of 2% penalty 5. Same for CAM conditions Call Memos 1. List down the call memos due for the quarter 2. Review of ASR/ACR/cam conditions/deferrals for the customers 3. Meet the customer and understand the business/issues if any 4. Upload the call memos in shock and awe for endorsement/noting Portfolio Management and Housekeeping (HK) Stock insurance/property insurance 1. Reduce HK. 2. Closure of critical and high aging items 1. Communicate the premium to the customer after listing down the pendency 2. Collect docs if required 3. Submission to OPS Delinquency management 1. Depending upon severity of each case - Customer Call for servicing Interest. 2. Email communication to Branch & customer 3. Personal Visit to Customer / Joint Visit with Credit Manager; 4. Rigorous follow-up Complaints : CRM / MD / PNO / CRO 1. Analyze complaint 2. Seek resolution post discussing with Customer Educational Qualifications Key Skills Educational Background C.A, MBA, Interpersonal Skills Graduate Coordination with multiple teams & multiple activities Ability to work under pressure. Experience Required: Classification - Confidential Classification - Confidential ¢ Total Work experience 1-3 years Major Stakeholders ¢ ¢ ¢ ¢ Branch Banking Team Operations Product Team Credit Classification - Confidential

We are seeking an experienced and dynamic Regional Manager to lead our sales team. The ideal candidate will be responsible for driving sales growth, developing strategies to expand market share, and ensuring the achievement of revenue targets within the designated region. This role requires strong leadership skills, a strategic mindset, and a proven track record in sales management. Job Responsibilities: Managing a 3-Tier Team of 20+ Execs, TLs, and BMs. Accurately plan, forecast, and achieve fortnightly, monthly client retention and revenue targets from the assigned set of clients. Build and manage productive, professional relationships with clients. Hire, Train, and Retain your team. Formulate their developmental plan and ensure fulfilment of their training needs. Ensure prompt resolution of client complaints. Provide consultation to clients on digital marketing, recommend and offer digital marketing solutions. Daily 2-3 in person meetings (F2F) with clients onsite. Key Skills: Application of sales techniques. Quick thinking and problem-solving. Verbal communication with active listening. Vision and foresight to create new opportunities for customers. Team Management & Interpersonal skills. Understanding of Client Segmentation, Data & Report Management.

We are seeking an experienced and dynamic Regional Manager to lead our sales team. The ideal candidate will be responsible for driving sales growth, developing strategies to expand market share, and ensuring the achievement of revenue targets within the designated region. This role requires strong leadership skills, a strategic mindset, and a proven track record in sales management. Job Responsibilities: Managing a 3-Tier Team of 20+ Execs, TLs, and BMs. Accurately plan, forecast, and achieve fortnightly, monthly client retention and revenue targets from the assigned set of clients. Build and manage productive, professional relationships with clients. Hire, Train, and Retain your team. Formulate their developmental plan and ensure fulfilment of their training needs. Ensure prompt resolution of client complaints. Provide consultation to clients on digital marketing, recommend and offer digital marketing solutions. Daily 2-3 in person meetings (F2F) with clients onsite. Key Skills: Application of sales techniques. Quick thinking and problem-solving. Verbal communication with active listening. Vision and foresight to create new opportunities for customers. Team Management & Interpersonal skills. Understanding of Client Segmentation, Data & Report Management.

We are seeking an experienced and dynamic Regional Manager to lead our sales team. The ideal candidate will be responsible for driving sales growth, developing strategies to expand market share, and ensuring the achievement of revenue targets within the designated region. This role requires strong leadership skills, a strategic mindset, and a proven track record in sales management. Job Responsibilities: Managing a 3-Tier Team of 20+ Execs, TLs, and BMs. Accurately plan, forecast, and achieve fortnightly, monthly client retention and revenue targets from the assigned set of clients. Build and manage productive, professional relationships with clients. Hire, Train, and Retain your team. Formulate their developmental plan and ensure fulfilment of their training needs. Ensure prompt resolution of client complaints. Provide consultation to clients on digital marketing, recommend and offer digital marketing solutions. Daily 2-3 in person meetings (F2F) with clients onsite. Key Skills: Application of sales techniques. Quick thinking and problem-solving. Verbal communication with active listening. Vision and foresight to create new opportunities for customers. Team Management & Interpersonal skills. Understanding of Client Segmentation, Data & Report Management.

We are seeking an experienced and dynamic Regional Manager to lead our sales team. The ideal candidate will be responsible for driving sales growth, developing strategies to expand market share, and ensuring the achievement of revenue targets within the designated region. This role requires strong leadership skills, a strategic mindset, and a proven track record in sales management. Job Responsibilities: Managing a 3-Tier Team of 20+ Execs, TLs, and BMs. Accurately plan, forecast, and achieve fortnightly, monthly client retention and revenue targets from the assigned set of clients. Build and manage productive, professional relationships with clients. Hire, Train, and Retain your team. Formulate their developmental plan and ensure fulfilment of their training needs. Ensure prompt resolution of client complaints. Provide consultation to clients on digital marketing, recommend and offer digital marketing solutions. Daily 2-3 in person meetings (F2F) with clients onsite. Key Skills: Application of sales techniques. Quick thinking and problem-solving. Verbal communication with active listening. Vision and foresight to create new opportunities for customers. Team Management & Interpersonal skills. Understanding of Client Segmentation, Data & Report Management.

Role & responsibilities New client acquisition and Managing service business (AMC, O&M, of HVAC, Electrical, IBMS, F&F, Plumbing etc.). Ensuring Retention of at least 90%+ of existing contracts on expiry. Scanning different sources in market for leads on O&M and AMC Business. Generation of enquiries for AMC / O&M of chillers, package units, ventilation, HVAC, Electrical and F&F jobs. Maintain regular contact with different customers to generate enquiries and job leads. • Have relevant experience in handling O&M and AMC business of any type of electromechanical utility services like HVAC, Central Air conditioning, Packaged Air conditioning, Electrical systems, Diesel Generators, IBMS & Fire Fighting Systems in the customer service domain. Handling team of engineers. Sound understanding of business commercials and P&L responsibilities. Should be ready to take and achieve business targets in terms of numbers. Preferred candidate profile Should have a BE/BTech/Diploma in Mechanical or Electrical Engineering Should have hands on experience of handling O&M and AMC business enquiries. Computer literate, knowledge of MS Office, Microsoft Word, Excel, Power Point, Microsoft outlook, MST etc. Exposure to sales of O&M / maintenance contracts and develop a client base of multiple sites. Should have knowledge of statutory rules and regulation regarding minimum wages/ PF/ ESI/ Leave of Central Govt. as well as State Govt and implementing them in costing of enquiries. Should have knowledge on submitting tenders along with relevant documents and participation of E-tenders and reverse auction of Govt /Non Govt enquiries. In depth knowledge on HVAC/ Electrical Service Industry or Facility management Companies.

We are seeking an experienced and dynamic Regional Manager to lead our sales team. The ideal candidate will be responsible for driving sales growth, developing strategies to expand market share, and ensuring the achievement of revenue targets within the designated region. This role requires strong leadership skills, a strategic mindset, and a proven track record in sales management. Job Responsibilities: Managing a 3-Tier Team of 20+ Execs, TLs, and BMs. Accurately plan, forecast, and achieve fortnightly, monthly client retention and revenue targets from the assigned set of clients. Build and manage productive, professional relationships with clients. Hire, Train, and Retain your team. Formulate their developmental plan and ensure fulfilment of their training needs. Ensure prompt resolution of client complaints. Provide consultation to clients on digital marketing, recommend and offer digital marketing solutions. Daily 2-3 in person meetings (F2F) with clients onsite Key Skills: Application of sales techniques. Quick thinking and problem-solving. Verbal communication with active listening. Vision and foresight to create new opportunities for customers. Team Management & Interpersonal skills. Understanding of Client Segmentation, Data & Report Management.

We are seeking an experienced and dynamic Regional Manager to lead our sales team. The ideal candidate will be responsible for driving sales growth, developing strategies to expand market share, and ensuring the achievement of revenue targets within the designated region. This role requires strong leadership skills, a strategic mindset, and a proven track record in sales management. Job Responsibilities: Managing a 3-Tier Team of 20+ Execs, TLs, and BMs. Accurately plan, forecast, and achieve fortnightly, monthly client retention and revenue targets from the assigned set of clients. Build and manage productive, professional relationships with clients. Hire, Train, and Retain your team. Formulate their developmental plan and ensure fulfilment of their training needs. Ensure prompt resolution of client complaints. Provide consultation to clients on digital marketing, recommend and offer digital marketing solutions. Daily 2-3 in person meetings (F2F) with clients onsite. Key Skills: Application of sales techniques. Quick thinking and problem-solving. Verbal communication with active listening. Vision and foresight to create new opportunities for customers. Team Management & Interpersonal skills. Understanding of Client Segmentation, Data & Report Management.

ON-ROLL OPPORTUNITY WITH NO 1 INSURANCE CO PAYROLL-Vashi Handling outbound calls (Customer Service) Shift: Male: 7:00 AM TO 12:30 PM (Night Shifts) any 9.30 hrs shift Female: 7:00 AM TO 8:30 PM any 9.30 hrs. 5 Days working 2 days rotational week off Required Candidate profile Graduate Mandatory Good Communication in English/Hindi Age: 20-30 Open for voice process Call-center experience in GI industry will be an added advantage Call 8080702016 Kanchan www.hyfly.in

Planning and execution of 13M call centre campaigns for Company Customer base. Responsible for SLA TGT to be achieved for T+1 Bucket (Company Channel) & Company at call center. Setting and meeting performance targets for collection FY renewals and revival of lapsed policies to achieve highest persistency levels. Data analytics integration at the partner level Customer life cycle management through call centre, liaise with the Sales leadership team, various teams, EIMA team, etc and drive towards delivering the agreed targets and key metrics. Responsible for Arcis and Value stream Call center FY calling team, coordinate with call center and ensure timely calling is happening. Customer disposition and coordinate with the entire sales team for reverse feedback. Responsible to increase the T Month persistency to 70% Regular follow up on NC, PTP, RTP cases with sales team. One point of contact for all T month persistency, call center update for FY persistency Regular follow up with Persistency coordinators, PS, B&C for FY persistency. Analyze different MIS and provides sales team relevant information ensuring maximum persistency productivity Conducting TNA and conducting training refreshers for call centre callers with the help of the training team. Participating in Sales Review Calls New Process development and existing process improvement. Conducting monthly training refresher

Role & responsibilities Office job, no Field Work. Its an outbound process. They will be calling on the leads(Interested Customer) shared by the company. They will be briefing the customer about the product benefit. They will be convincing the customers to renew the health insurance policy. They will have to achieve the Given sales targets. Preferred candidate profile : Candidate should have experience in insurance sales /Renewal / channel and online product Selling. Candidate should have good customer support experience & convincing power. Candidate should be sharp in pitching policy to customers and should be presentable. Minimum experience should be at least 6 month in sales. BPO experienced candidates can be considered. Interested candidates can share their resumes at Azhar.uddin@careinsurance.com

Job Summary: Responsible to facilitate and coordinate with different government agencies which will in turn benefit the organisation. Job Responsibilities: 1. Registrations & renewals New centres registration, DMHO approvals, PCPNDT, FRRP 2. Licenses Hospital licenses, Pharmacy and Narcotic drugs license, Nursing board, 3. Statutory Permissions and liaising 4. Procurement Hospital uniforms, surgical items 5. Documentation & records Skills Required: 1. Exhibits professional behavior as a representative. 2. Promote good public relations with different government agencies. 3. Excellent communication skills.

Job Title: Customer Success Manager Job Location: Mohali, Punjab, 5 days (WFO) Job Type: Full-Time Salary: - As per Industry Norms Shift Timing: US Shift Company Overview & Job Summary: Vartopia is not just a company; it's a dynamic community of professionals committed to delivering top-tier Channel Management Solutions to a diverse range of industries. If you're passionate about driving innovation, simplifying operational complexities, and nurturing partnerships, you're in the right place. We are seeking individuals who are ready to join our team and be part of something extraordinary. At Vartopia, our technology empowers organizations by managing the entire lifecycle of partner programs. From creating partner-facing portals to facilitating seamless deal registration, lead sharing, multi-tier Go-To-Market (GTM) models, and ensuring timely payments, we're at the forefront of channel management solutions. If you are looking for an opportunity to work with an innovative and collaborative team, make a meaningful impact on businesses worldwide, and grow your career in an ever-evolving industry, Vartopia is the place for you. Join us and be part of a company where your ideas, expertise, and ambitions matter. Job Description: As a Customer Success Manager you will be responsible for Key Responsibilities: Assist the sales and Implementation team in onboarding new customers. Provide critical insights from our customers to the product team to improve our developing platform. Maintain customer health and introduce new, valuable features as they become relevant on the customer journey. Uncover opportunities for Upsell and cross sell within our current customer base. Educate champions and their teams on the value of our product and help uncover use cases before they become emergencies. Build relationships with executive decision-makers. Generate trust and credibility at multiple levels in existing accounts after purchase and through the sales cycle. Guide new customers through a systematic onboarding process to facilitate making decisions around their needs and goals. Contribute to initiatives outside of customer conversations that better the customer experience, both low-touch and high-touch. Work cross-functionally with product, sales, and support team members to foster a strong sense of community and information sharing. Qualifications for Customer Success Manager 3-5 Years in software customer experience management. Team Player Mentality we wear many hats and are willing to assist in any capacity. Technical curiosity or experience we're a specialized product for technical teams. Proven ability to educate executive decision-makers, build and maintain relationships with them. Proven track record of expansion and product adoption within your book of business. Excellent creative and critical thinking skills we must be preemptive. Strong communication and presentation skills — much of our day to day is spent thinking of and presenting solutions to customers. Adaptable nature and the willingness and ability to shift strategies on a dime to meet the needs of our customers. Proven ability to manage multiple complex customer journeys at once. Strong Analytical Skills, compiling custom reports and presenting them to clients.

- Develop and implement market expansion strategies for renewable energy projects. - Lead B2B sales, partnerships, and strategic alliances to drive growth - Identify and pursue new business opportunities in solar, wind, and hydro sectors. Required Candidate profile Strong understanding of solar, wind, and hydro energy markets 8-15 years of experience in business development, sales, or market expansion within renewable energy

Payroll-Mutual Fund Co Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 24500 Work Location-Belapur / Airoli Call-9321254884 Kanchan www.hyfly.in Required Candidate profile Familiarity with standard capital market concepts, procedures, and regulatory framework Good knowledge of Ms Office, especially Excel. Graduates / HSC Fresher can also apply Age should be 20-32 yrs

Order Management Team Leader Team Handling Exp Mand Skill-Contract Renewal Quoting,CMDB,Documentation,Order Management,Renewal Quoting,Order Fulfillment 5+Yrs PKG Upto-11LPA Bangalore NP-Imm-45Days Ritika-8587970773 ritikab.imaginators@gmail.com Required Candidate profile 2 Years On Paper Team Handling Exp Mand Skill-Contract Renewal Quoting,CMDB,Documentation,Order Management,Renewal Quoting,Order Fulfillment,Sales Order, Order Tracker,Order Booking,ERP,Quote,

Job Role - Relationship Manager ( Retention + Customer Handling) Location - Hyderabad WFO Shift Timings - UK Shift(3pm to 12am) and US Shift(9pm to 6am) Working Days - 6 Cab Facility - No Travel Allowance - Yes Budget - Good CTC + Incentives Requirement - Immediate Joiner only Experience - Minimum 6 months of experience into sales and customer support Position Type - Full Time • Managing the customer base of 300 parents/students. • Responding to customer queries promptly and accurately, via phone, email, or chat. • Coordinating with subject teachers and students to ensure classes are conducted as scheduled. • Coordinating with all stakeholders as and when required for class rescheduling. • Gathering feedback from parents, students, and teachers to improve class functioning processes. • Maintaining strong relationships with students and parents, ensuring renewals, upsells, and cross-sells of Turito's products, while meeting retention/renewal revenue targets. • Responsible for churn control and maintaining a high customer retention percentage. • Maintaining a tracker of ongoing and upcoming classes, along with communication logs through phone, chat, email, and other channels. • Adhering strictly to Turito's processes in responding to client issues. • Gathering customer feedback and sharing it with teachers and relevant departments for issue resolution. • Creating an inspiring team environment with open communication. Requirements: • Experience at US shift and UK Shift with good communication skills • Experience using CRM tools will be an added advantage. • Excellent communication and problem-solving skills. • Multi-tasking abilities. • Patience when handling tough cases. Education Qualification: • Graduate in any discipline with good communication and written skills.

Classification - Confidential Job Name RM-EEG Job Title : RM-EEG Business Unit: Emerging Enterprises Group Team : Emerging Enterprises Group Reports to (job) : Territory Head Location of role : Pan India Job Fn : Sales Role Type: Individual contributor *IC Individual contributor Job Band Range : E1 E4 Travel Required: Moderate Job Purpose To run initiatives in line with key objectives of the Business in order to attain the banks objective of business leadership. Key Responsibility Areas : Branch Management Actionable 1 Plan the branch visits detailing the coverage every week 2 Meeting the branches during the morning meeting - every branch once a month 3 4 5 Scoping the RM/PB customer for lead/joint calls OR make use of available resources in the branch for leads/joint calls Planning the catchment area activity/scoping for lead generation/joint call Ensure RM/PB activation from the activities above and review of branch performance/resource wise performance/review with CH as and when required. 6 7 8 Creating excitement in branches/spot sanctions/contests/recognition program Check CRM daily and review the leads/update follow up leads/with dates Document branch meeting through Cogent/mails Lead generation/logins 1. Planning the above so that it translates into 2 calls per day/2 appointments per day 2. Send the communication to the customer on documents required 3. Follow up the on the calls made for documents/arrange for pickup of documents 4. Check for completeness of documents 5. Go through the Financials/bank statements for churn/bounces/interest servicing Classification - Confidential Classification - Confidential 6. Collection of property documents for legal/valuation - check for completeness chain docs etc. 7. KYCs 8. List down the points to be clarified from the customer 9. Fill in the FAQs post discussion with the customer 10. SPE updation 11. Submission of file to ops for scanning 12. Submission of docs for legal/valuation 13. Co-ordination with customer/valuer 14. Buyer/supplier ref check -----> Ref leads Cross Selling Renewals 1. To be the one-stop shop for each of our EEG clients and provide suitable gamut of financial products such as Insurance, CASA, Credit Cards, Other Assets Products as required by the customer. 2. Monitor and track Leads. 1. List down the renewals every month for the next two months 2. Work on the renewals in advance 3. Mail to the respective customers on docs required for renewal 4. Follow up weekly twice for docs 5. Arrange for collection of documents 6. Check the documents for completeness 7. Study the financials/bank statements/churn/interest servicing/aberrations from the stated nos 8. Speak to the customer for addressing issues/aberrations 9. SPE 10. Hand over to ops for scanning 11. follow post login formalities 12. For renewals overdue and having genuine delay put up for extensions CAM conditions review/OBA review 1. Churn review for OBA once a month Classification - Confidential Classification - Confidential 2. Conditions review once a month 3. If OBA waiver required/check for justification/check for churn/put up to the authority 4. If not inform the customer on closure of OBA/levy of 2% penalty 5. Same for CAM conditions Call Memos 1. List down the call memos due for the quarter 2. Review of ASR/ACR/cam conditions/deferrals for the customers 3. Meet the customer and understand the business/issues if any 4. Upload the call memos in shock and awe for endorsement/noting Portfolio Management and Housekeeping (HK) Stock insurance/property insurance 1. Reduce HK. 2. Closure of critical and high aging items 1. Communicate the premium to the customer after listing down the pendency 2. Collect docs if required 3. Submission to OPS Delinquency management 1. Depending upon severity of each case - Customer Call for servicing Interest. 2. Email communication to Branch & customer 3. Personal Visit to Customer / Joint Visit with Credit Manager; 4. Rigorous follow-up Complaints : CRM / MD / PNO / CRO 1. Analyze complaint 2. Seek resolution post discussing with Customer Educational Qualifications Key Skills Educational Background C.A, MBA, Interpersonal Skills Graduate ¢ ¢ Coordination with multiple teams & multiple activities Ability to work under pressure. Experience Required: Classification - Confidential Classification - Confidential ¢ Total Work experience 1-3 years Major Stakeholders ¢ ¢ ¢ ¢ Branch Banking Team Operations Product Team Credit Classification - Confidential