Having 6.8 years of experience working with IFA or Mutual Fund Distributor. Working for financial product such as Mutual Fund, Company Fixed Deposits and Mediclaim Insurance. Process and monitor financial and non-financial transactions.• Manage queries, incoming calls and other communications.• Co-ordinate with Investors and Companies to ensure timely completion of financial and non-financial transactions.• Provide Account Statements and Investment Portfolios.• Process and monitor financial and non-financial transactions of Mutual Funds, Fixed Deposits, Mediclaim Insurance etc.• Conduct company visits for form submission to meet turnaround times (TAT).• Maintain comprehensive records and perform data entry tasks accurately.

• Generated leads and drove sales efforts effectively.• Product explanation and presentation.• Providing quotation to clients.• Clients Follow up and relevant feedback.

• Confirm the validity of the borrower details available on the documents against borrower information available in Real Servicing.• Verify the accuracy and completeness of the loan file and prepare payoff quote on the basis of the information available as per policies.