Bouncer for recovery, lead generation, documents collection, verification, kyc 2 wheeler Required With Driving license. DRA- Certified in mandate
Data Entry: Inputting financial data into accounting systems and ensuring accuracy and completeness. Payment Processing: Processing payments to vendors, suppliers, and employees, and ensuring timely transactions. Administrative Support: Performing general administrative tasks, such as filing, answering phones, and managing correspondence. Financial Reporting: Assisting in the preparation of financial reports, including balance sheets, income statements, and cash flow statements. Technical Tools: Tally-prime, Ms-Excel, Ms- word. Non-Technical : Vouchers.
Key Responsibilities:Monitor accounts turning into NPA and take immediate recovery action. Make daily follow-up calls/field visits to customers with overdue payments. Educate customers on repayment obligations and consequences of non-payment. Negotiate and restructure repayment plans wherever possible. Coordinate with field collection agents for doorstep recovery. Maintain accurate records of daily collections, settlements, and customer commitments. Escalate willful defaults to the legal/recovery team for further action. Achieve daily and monthly NPA recovery targets. Ensure compliance with company policies and regulatory guidelines (RBI/NBFC norms).
Job Description: Position: Customer Relationship Manager Work Profile:- Client acquisition: Actively source new loan customers through networking, referrals, and marketing initiatives and outbound calling. Needs analysis: Conduct thorough consultations to assess customer financial situations Loan application support: Assist clients in completing loan applications, gathering necessary documents, and ensuring accuracy. Analyze loan eligibility and terms. Relationship building: Foster long-term customer relationships by providing ongoing support and proactive communication. Complaint resolution: Address customer concerns and resolve issues promptly. Performance tracking: Monitor loan performance metrics and identify areas for improvement. Essential skills for a loan CRM: Strong communication skills: Effectively communicate to clients in a clear and concise manner. Salesmanship: Persuasively present loan options and close deals while maintaining ethical practices. Analytical skills: Analyze financial data to make informed loan decisions and identify potential risks. Customer service focus: Prioritize customer satisfaction and build trust through personalized service. Relationship building skills: Establish rapport with clients and maintain strong connections.