Key deliverables:* Help clients to invest in mutual funds products to create wealth long term. * Securing clients by Health insurance & Term Insurance.* Assist every type of investors irrespective of their age.* Develop a retirement plan for those who are not covered with any retirement benefits.* Up to date with recent changes in financial markets to provide best investment strategy for clients.* Helping Direct equity clients to buy and sell securities.

Key Deliverables :* Prepare subordination agreement, Approve Manufactured housing review for home loans fulfillment department.* Oversee and monitor first lien current status through different channels like Credit Bureau Report, Current 1st Lien servicing company or IVR* Review of Foreclosure and Bankruptcy activities through Real Quest and Aacer applications respectively * Proactively attend and resolve client’s queries without any delay* Evaluate and seek advice from… Show more Key Deliverables :* Prepare subordination agreement, Approve Manufactured housing review for home loans fulfillment department.* Oversee and monitor first lien current status through different channels like Credit Bureau Report, Current 1st Lien servicing company or IVR* Review of Foreclosure and Bankruptcy activities through Real Quest and Aacer applications respectively * Proactively attend and resolve client’s queries without any delay* Evaluate and seek advice from Attorney regarding foreclosure or cancellation of accounts* Efficiently performed Quality Analyst role for auditing the accounts * Prepare and present daily snapshots, daily quality reports, fortnightly and monthly quality dashboards* Lead weekly Quality Huddles and review quality results with the team* Proficiently lodge NPA Cases and follow up for the same* Accountable for preparing presentations for all review meetings Show less