Deepti Panicker Email & Phone Number

Ghaziabad, Uttar Pradesh

Responsible for the CRM function.Handle customer queries, understand customer requirement and suggest efficient solutions.Coordination with Accounts Department/customers for payments/cheque collections.To maintain data on 4QT Software & working on CRM module.Ensure collection of payment in time. Regular communication to Clients.Calculate dues & generate demand notes for collection.Maintain individual file & payment schedule as per MIS

Noida Uttar Pradesh

Accept application from for new bookings and scrutinized them to ensure that all details mentionedare correct and Ensure that the booking form is logged in. Records and document management and prepare MIS. Keeping follow up for Customer demand letter, allotment letter, Builder Buyer Agreement, Receipts etc. Handle Customer queries regarding all post and pre sale activities. Handle customer complaints, and payment related issues. Keep track of… Show more Accept application from for new bookings and scrutinized them to ensure that all details mentionedare correct and Ensure that the booking form is logged in. Records and document management and prepare MIS. Keeping follow up for Customer demand letter, allotment letter, Builder Buyer Agreement, Receipts etc. Handle Customer queries regarding all post and pre sale activities. Handle customer complaints, and payment related issues. Keep track of customer payments and do follow up for collection and recovery. Help the client to get a bank loan through and to ensure that quick sanctionletter has been provided to the client. Track, Receive and verify bills of sub broker and process them to accounts dept. Show less

Noida, Uttar Pradesh

Verification, Punching and processing of Trading and Demat KYC forms. Interaction & Co-ordination with Branches, Clients for handling & processing Queries (Trading & De-mat Accounts) Up loading the Clients cheque in the Software & Activation of Clients Trading Limit,  Handling miscellaneous queries of Branches, Franchisees and clients regarding Demat and Trading accounts and many others like (Holding, Ledger, contract notes, DIS, DRF. … Show more Verification, Punching and processing of Trading and Demat KYC forms. Interaction & Co-ordination with Branches, Clients for handling & processing Queries (Trading & De-mat Accounts) Up loading the Clients cheque in the Software & Activation of Clients Trading Limit,  Handling miscellaneous queries of Branches, Franchisees and clients regarding Demat and Trading accounts and many others like (Holding, Ledger, contract notes, DIS, DRF.  Monitoring Risk for Client at branch level. Follow up with Clients, Branch & Franchise & Internal Customer. Responsible for compilation of Client/ Franchisee and remiser documents. Process delivery instructions and demat requests of the clients. Show less