specialization in Home loan Operations

Process of Auto Loan,Personal Loan & Two Wheeler loan.File checking & verifying for any discrepancy. Communication with sales & credit team and resolve the issues.Making final Disbursement of customer & dealer in finnone CAS software.Working knowledge of Finnone LMS ,CAS ,CMS & Shaksham .Linking the parent child Loan(Single Nach Mandate form)in LMS for CV/CE products then closed the  SR's in CMS within TAT.Update the customer's CIBIl,Equifax & experian in authorized external software as per current banking records for their Cards & Loans.Coordinate with Insurance policy companies (HDFC life,Tata AIG,Bharti AXA & Max life) for settlement the insurance policy surrender cases.Update PDD on Finnone LMS for Auto,CV/CE,Used Car,Tractor Loan & Two Wheeler products.  Prepared the Monthly MIS and dashboard for all products like that Insurance,Single Nach,TW Disbursement,IMGC, PDD and CIBIL correction for publishing to the senior management.Maintain the MIS.

Continuous & Multiple MIS floatation on Daily Business Volumes and monitoring on Daily Run RatesWorked on Lead Attended, ASL Productivity, Growth /De growth, DSA Productivity & Insurance + GCS Analysis.Region (Delhi NCR) Presentation has taken a nice shape which is also authenticated and acknowledged by the respective team Members about the content and information.Support the sales team in devising the sales planHelp to all SMs to their mapping issues like that CRM, Finnone, ASL, Shikhar etc.Resolution of day to day queries pertaining to CRM Next.Prepared the Many types of EDMs for praised to SM's & ASMs for their good work to increase the region business.Arranged the meeting schedule when confirmed by the RSM.Launch to various contest (Suggested by RSMs) for ASL /ROs & Sales Manager to increase the region business & also drive the same on daily basis.Pertaining the All types of data when RSM's to ask show the current update on urgent basis.

Manage stock entries & share with the concern bank.Bank reconciliation on tally 7.2 managed F.Y sales ,purchases ,expenses, frights for preparing the balance sheet.

Bank Reconciliation Filling sales tax returnFilling Income tax return for firm & Individual