1. Business Research: Providing competitive analysis, assessment of investors, merchant bankers and analysts 2. Leadership: Built and lead the QIP task force - a cross functional, senior and middle management team which collaborated with merchant bankers and legal counsel for extensive operational, financial and legal due diligence 3. Marketing: Re-define the right business metrics for pitching decks and placement document 4. Analyzing various financial and economic factors based on quantitative & qualitative information 5. Conducting equity research on shares to invest in for intraday, short term and long term on the basis of technical and fundamental analysis 6. Carried out statistical analysis of economic data, fundamentals and relevant correlations of data 7. Built and maintained financial models for companies and assisted in writing research reports 8. Update Quarterly Investor Presentation, prepare for Board presentations on organization performance
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases