Company Name :- INDIABULLS CONSUMER FINANCE LTD,PUNE Job Designation : Operations Officer (Pre & Post disbursement process of Business & Personal Loan) A] Operations Department :- An operations officer is responsible for all administrative functions, including operations, management, process improvement ,verifying & checking kyc documents,identifying various compliance issues and strategic planning & development.  Being the first person verifying pre & post disbursement documentation completion & compliance of all conditions including the sanctions terms & conditions stipulated on deals.  Entire loan operation activities.co-ordination with sales team (RSM) & co-ordinator.  Must have end to end knowledge & work experience into loan processing.  Must have experience in loan disbursement,documentation,checking &verification personal,business loans.  Maintenance of TAT,compliance with policies & procedures.  File screening & LAN generation,depth understanding of operations process & policies.  Checking & verifying the all documents related to business & personal loans.  Disbursement cheque handover to customer after defferal clearance.  Responsible for day to day operational and administrative activities in the branch which include coordination with IT, infrastructure,stationary (operations & admin).  Delivering rate approvals,commercials & sanctioned conditions other critical SLA deliverables for loans.  Maintain TAT from file received to dispatch,disbursement & payment done to customers.  SPDC entry in CRM system after disbursement within TAT.  Preparing relevant disbursement documents pertaining to case & providing to sales team within timeline & accuracy to ensure first time right process.  Ensuring correctness of stamp duty collected for cases as per state stamp act 1958.  Actively involved during audit of cases & ensuring all queries of auditors are properly solved with satisfactory audit result. B] Customer Service Department:- Customer service is the process of ensuring customer satisfaction with a product or service.customer service should be a one-stop endeavor for the consumer.To avoid complicating an existing problem,employees need to have the latest & most accurate information about products & company policies. 1.] Recommend potential products or services to management by collecting customer information & analyzing customer needs.Collect payment from customer related to FCL,EMI payment through Cash,DD,CHQ only. 2.] Handle complaints, provide appropriate solutions & alternatives within the time limits . 3.] Keep records of customer interactions, process customer accounts and file documents. 4.] Customer foreclosure chq handover to CMS team & to maintin daily MIS tracking record of foreclosure. 5.] ECS & Swapping Process related information provided to customer. 6.] FCL amount received from collections & customers. After FC amount received NOC handover to customers. 7.] Personally investigate the customer process related requirements NACH mandate /Chq updation. 8.] TDS refund process documents send to HO team.Vault Key custodian & FRFC key custodian. 9.] FCL,NOC,SOA & Repayment handover to customers. Daily customer service tracking MIS send to manager.

Company Name :- BAJAJ FINSERV LTD,PUNE Job Designation :- Credit Operations Executive (Pre & Post disbursement process of Business & Personal Loan) Basic Function: - Credit operations executives formulate operational strategies,policies & objectives to ensure the organization meets its goals & operates successfully. Being the first person verifying pre & post disbursement process,documentation completion, & compliance of all sanctioned conditions. 1.]Entire loan operation activities.co-ordination with sales team (RSM) & Co-ordinator. 2.]Must have end to end knowledge & work experience into loan processing. 3.]Must have experience in loan disbursement ,documentation,verification in personal & business Loans. 4.]Maintain the corporate credit policy, recommend changes in the credit policy to senior management. 5.]Implementation of loan decision policies ,procedures,& underwriting guidelines. 6.]Maintenance of TAT,Compliance with policies & procedures. 7.]File processing & disbursement in system within time. Ensuring policy adherence and meeting the TAT. 8.]File screening & LAN generation,depth understanding of operations process & policies. 9.]Checking & verifying the all documents related to business ,professional & personal loans. 10.]Delivering rate approvals,commercials & sanctioned conditions other critical SLA deliverables for Loans. 11.]Preparing & monitoring system related MIS & data updating for the requirement of the administration of the loans as per the loan policy manual. 12.]To guide & train the sales team & co-ordinator team on documentation part. 13.]Rolling out education series with branches to improve quality,controllership of QC quality MIS & reconciliation activities for daily disbursement payment checking with 0 % error. 14.]Maintain TAT from file received to dispatch,disbursement & payment done to customers. 15.]Preparing relevant disbursement documents pertaining to case & providing to sales team within timeline & accuracy to ensure first time right process.

Company Name :- QUICK HEAL TECHNOLOGIES PVT LTD,PUNE Job Designation : Renewal Executive Summary :- Joined Quick Heal Technologies Limited with pan India renewal of Anti-viruses.  Working for online transactions of renewal on daily basis ,quotation for customers for renewal as well as receiving payment by offline ,achieving targets on monthly Basis.  Selling new anti virus to clients pan India.solving technical queries & providing right solution.  Challenging the level expectation,fulfill the client need on time to time basis.  Processing on various instructions of renewal, mailing and calling,taking follow-ups,  Creating proforma invoice,use as communication tool between Pune (Head Office)to pan India branches oversight team regards to queries, status on timely basis.  Verifying the order numbers and provide the payment link for renewal maintain the productivity report handle walk In customers ,ensuring close all cases on time.  Maintaining Renewal Data -on excel sheet and sending it on daily basis to reporting manager.  Follow up for clearance of pending proposals with respective branches/channels interacting & building relationship with the stakeholders for a smoother process flow.  Processing and reviewing various instructions of online transactions, payment status ,renewal details, provide multiuser links & updations procedure of renewal. Role as a Renewal Executive :- 1] Explain new features about anti virus as switch from lower version to upper version pack called cross renewal as well as provide information about new products to customers in the absence of colleague work as a back up. 2] Daily inbound & outbound customer calling & convince to customer for renew your existing antivirus through offline payment. (NEFT,RTGS,IMPS, cheque & cash). 3] Handling customers queries,issues,complaints & questions via call or E-mail. Daily taking follow-ups with customer & accounts department. 4] Daily sending quotation to customer for those who are interested for renewal. 5] After renewal done, daily sent updation process mail to customers. 6] Recommend potential products or services to management by collecting customer information analyzing customer needs.Collecting & entering data in database & maintain accurate records of valuable company & client information.

Company Name :- COROMANDEL INTERNATIONAL LTD,PUNE Job Designation : Accounts Associate 1] CMS deposit collection slips.Clearing outstanding amount for all dept & divisions. 2] Chq dishonour entry & send notices to dealer. 3] Daily download outstanding list of all division & send report to all ASM & ZSM. 5] Daily to enter data in excel for new dealer details & code. 6] Daily filling & maintenance of documents,files & reports. 7] Daily payments & receipts entries in system. 8] Daily customer chq handover to CMS team & maintain MIS tracking record of customers chq clearing status. 9] Prepare monthly account reconciliations,Prepared monthly & year end financial reports. 10.] Managing day to day operations of the office & office stationery control & management. 11.] Managing housekeeping services, security, electricity bills & telephone bills & safety material. 12.] Weekly & Monthly MIS share to my reporting Manager & ASM & ZSM.

Company Name : TAJSHREE AUTOWHEELS PVT LTD,(NAGPUR) Job Designation : Accounts & Admin Executive 1.] Daily Payments & Receipts Entries in system. Daily cheque,cash deposited into bank. 2.] Daily Approvals & gate pass checking & clear outstanding amt of customer balance & follow up with sales. 3.] Daily keep record of finance customer in excel sheet.Daily checking workshop & spares bills. 4.] Managing day to day operations of the office & office stationery control & management. 5.] Managing housekeeping services, security, electricity bills & telephone bills & safety material. 6.] Vendor management, reception management, travel desk management. 7.] Maintaining & updating the data of clients,renewals of agreements with the vendors payments to customers. 8.] Daily filling & maintaining of documents, files & reports. Arranging travel, meetings and appointments. 10.] Daily Insurance claims record maintain & entering data in excel sheet. 11.] Daily MIS prepare & maintain AMC & extended warranty stock. 12.] Daily generate & prepare invoices,billing of customers. Weekly stock MIS reports send to manager. 13.] Daily to keep record & check enquiry, servicing vehicles details of customers.