 Merchant onboarding through LMS (LeadSquard) software and metabas and kyros software’s. Daily reviewing BDM’s performance. Hourly basis Business Analysis. Onboarding cases including Video KYC and NACH registration.  Maintaining operation related MIS on daily basis. Handling NACH presentation Activity. Timely bank statement analysis to be conducted. Support collection sales and credit team with data and other information. Monthly report in form of presentation like log-in report, disbursement report, collection report etc. Generating CIBIL Report of every customer’s.

Preparing Daily reports for transaction, customer queries, Agent & customer reports.Managing the correspondence between the Operation team and their clients. Providing data and guides to help the sales team. Making log sheet for each day and tally with software business and cash book.

 Preliminary credit checks of application as per policy. Assessment of borrowers profiles, repayment capacity and income stability. Downloading and analyzing credit bureau history and analysis of the financial and bank statement of the party. Credit Underwriting and submit them PD.  Process the cases as per policy and norms. Preparation of monthly Credit MIS. Handles Contract file management like quality check of KYC compliance and documentation submission for discrepant docs by follow with sales network.  Handled BALIC (Bajaj Life Insurance) death claims and Micro Pension redemptions. Processing of TOP UP Loans for Existing Customers, who falls in Eligible Conditions. Once file logs in our system, checking of completeness of documents.  Verification of documents submitted by the applicant and Co-borrower KYC compliance.  Following up with FI agency, Legal and Technical and with Lawyers for reports.  Checking collateral documents. (Title Deed, Khata Certificate, Encumbrance Certificate, Tax paid receipt etc.) As and when Audit queries are raised on files it is resolved as per TAT.

 Processing new sales leads. Managing the correspondence between the sales team and their clients. Providing data and guides to help the sales team. Making log sheet for each day and tally with software business and cash book. Resolve customer complaints, answer customers’questions and provide information on procedures Or policies. Getting follow up regarding Rent/Price/ORC cheques from HO. Maintaining cheque business properly. Prepare monthly, quarterly and annual reports of branch performance. Solve queries with dept viz; A/c dept, Legal dept, HR dept and IT dept.LIASONING WITH : INTERNAL: Cashier/ DEO/St. In charge/ Office boy/ Operations Coordinator/ State Head EXTERNAL: Customers/ Members/ Local Vendors/ Office and Guest house owner.