Rupali Kaushik Email and Phone Number

Customer Service Activity includinga. Borrower issue resolution as raised by customer care service team for e.g. Resolving refund request and sending same to i2i team for payment .Issue resolution- Onboarding/Transactional of Investor & IFA as raised by business team to be raised to Product team (Simran/Palak/Abhinav) , taking follow-up from them and confirming the resolution to business team . IFA agreement verification /management( / receipt of agreement / Agreement data… Show more Customer Service Activity includinga. Borrower issue resolution as raised by customer care service team for e.g. Resolving refund request and sending same to i2i team for payment .Issue resolution- Onboarding/Transactional of Investor & IFA as raised by business team to be raised to Product team (Simran/Palak/Abhinav) , taking follow-up from them and confirming the resolution to business team . IFA agreement verification /management( / receipt of agreement / Agreement data updation/ GST- Non GST IFA , invoice preparation and payment ) .Commission Calculation communication to IFA and preparing Invoices for payments and confirming the commission payment processing . (Updation of IFA bank account data with Tech / Finance in case any changes of record is raised by business team)Investment mapping support - Providing lender Id's to i2i / cheque/funds transfer -mapping & updation status , in Google sheet to business.Providing withdrawal pending documents to i2i for smooth processing of withdrawal Show less

sales experience and leadership skills to motivate sales staff, handle administrative duties, and promote customer satisfaction. Support sales representatives and coordinate sales-related activities Collaborating with other departments to ensure sales, marketing, queries, and deliveries are handled efficiently.

Coordinating the sales team by managing schedules,Communicating relevant information.Handling a team of 6 person directly and 50+ person indirectly.to complaints from channel partners and give after-sales support when requested.Collaborating with retail and sales to procure the cars and drive the auction process of cars as well as managing auctions.Setting quality standard for operations, ensuring quality customer experience; adhering to SLA & work processes.Creating awareness for… Show more Coordinating the sales team by managing schedules,Communicating relevant information.Handling a team of 6 person directly and 50+ person indirectly.to complaints from channel partners and give after-sales support when requested.Collaborating with retail and sales to procure the cars and drive the auction process of cars as well as managing auctions.Setting quality standard for operations, ensuring quality customer experience; adhering to SLA & work processes.Creating awareness for driving process improvement strategy and ensuring maximum operational efficiency.Monitoring overall functioning ofthe processes, identifying improvement areas and implementing adequate measures to maximize customer satisfaction level.Evaluating SOPs and reviewing quality documents in coordination with the customers.Assisting daily with potential customers meeting sales. Show less

Handling branch activities, sales/purchase of Forex, canvassing Outward remittance transactions, Travel card sales, currency pick up from branches, Marketing