- Timely furnishing the details for preparation of Bank reconciliation to RO. Ensuring 100% tele-verification of current contracts.
- Ensuring PDD collection and updation. Ensuring proper control on NOC/Pre-closure/Disposal procedures.
- Proper reporting through MIS to concerned authorities.
- TA reconciliation of dealer balance with book balance and ensuring necessary updation & rectifications.
- Follow up of TA balance, stock confirmation & dealer commission in dealer portal.
- Ensuring security, indexing & maintenance of customer files.
- Proper maintenance of accountable documents at the branch.
- Verification of repo stock & updation in the system.
- Monitoring of Non-Starters for at least 1 year from its DO date.
- Updation of cut off no. for the documentation on time
- Coordinate with banks for cash deposits and withdrawals.
- Ensure compliance with internal controls, audit, and regulatory guidelines.
- Support branch operations and customer service activities.
- Support in cross-selling and branch sales targets
- Lead generation for Insurance (Motor & Life), FD, SIP, Personal Loan