Sabir Syed Email & Phone Number

Karimnagar, In

Karimnagar, Telangana, India

Karimnagar, Telangana, India

Handling 17 branches of Karimnagar Region, Telangana State• Process Management – Ensuring quality of business logged in, implementing necessary checks and balances, regular checks on whether the process is working.• Ensuring all activities – New Business issuance, underwriting coordination, customer care, renewal collection & followup are carried out by CCEs.• Branch audits & compliance• Financial Controls – reporting and tracking, managing cash, petty cash, cheques• Renewal & Limra collection as per set target• Customer Orientation – managing turnaround times for agents / customers• Enabling a smooth work environment by building a culture of collaboration between sales and operations – educating the sales force and enabling them to benefit from processes• Followup and ensuring process compliance and adherence at the branch• Customer / advisor servicing – complaint and grievance management.• Talent management – coaching and developing CCEs• Drive efficiencies by planning and implementing resource loading across branches based on business needs• Manage day-to-day branch administration including HR, Admin / Infra & IT• Conflict resolution and management• Regular follow-up with Branch Managers/CE’s on CFR closures• Taking care of Admin & IT related issues of total region

Karimnagar, Telangana, India

Handling the activities of New Business, Banking & Finance, Policy Servicing, Claims, Agency Administration, HR activities, Branch Administration & Customer Retention.Region SPOC for 13 branches to collect Daily MIS, Weekly MIS, Weekly Cheque Dishonor MIS, Monthly MIS of total region & Renewal Calling MIS and submit to ABSM / Retention Manager / BM / RM.

Karimnagar, Andhra Pradesh, India

Handling the activities of New Business, Banking & Finance, Policy Servicing, Claims, Agency Administration, HR activities, Branch Administration & Customer Retention.• Scrutiny of proposal forms and entry into the online Webtoken system• Client & Contract creation, Underwriting, Policy Issuance & Policy Bond printing at branch level• Ensuring quality score more than or equal to 95%• Handling Policy Renewals / Reinstatement• At EOD, Reconciliation of Cheque & Cash with final PIS and banking the same on TAT • Handling walk-in customers / advisors Queries, Requests & Complaints• Handling Maturity & Death Claims & follow ups with Claims Dept for further requirements.• Scrutiny of Advisor Recruitment Form, generating of advisor code at branch level.• Coordinate with Training Dept & HO for advisor training & IRDA code licensing.• Issuance of De-Centralized Commission Cheque’s to advisors.• Handling Employee Joining & Exit formalities.• Handling Branch Imprest & preparation of Bank Reconciliation Statement.• Vendor code creation & raising vendor bills in Epay module at branch level.• Regular follow-ups with advisor/sm for renewal premium dues / reinstatements of client policies.

Karimnagar Area, India

Handling two wheeler loans processing• Scrutiny of Pre-Sanc Docs provided by the applicant ( Application Form, ID Proof, Residence Proof & Income Proof )• Data entry of application form in APS ( Application Processing System )• Sends residence & office address of applicant to verification agency for verification• After getting the FI reports, preparation of Credit Approval Memo mentioning all mitigants & Deviations and sends e-mail to Credit Manager for approval.• After getting the approval, issuing of Delivery Orders.• Verification of Post Sanc Docs ( Invoice, Insurance, T/R, Post Dated Cheques & Loan Agreement ) and putting all Pre and Post Sanc Docs in a file and sends to Operations Dept for Disbursement.• Maintaining the equilibrium between file process and dealer payments.• Coordinating between Credit Manager & Sales Manager• Preparation of Daily MIS & Monthly Business reports to Credit Manager and Sales Manager.• Explain new policies and process to our Credit Executives.