Monitors the day-to-day financial operations within the company, such as payroll, invoicing, and other transactions Oversees financial department staff/ assistants and accountants. Contracts outside services for tax preparation, auditing, banking, investments, and other financial needs as necessary Tracks the company's financial status and performance to identify areas for potential improvement Seeks out methods for minimising financial risk to the company. Provides insightful information and expectations to senior executives to aid in long-term and short-term decision making. Reviews financial data and prepare monthly and annual reports. Presents financial reports to board members, stakeholders, executives, and clients in formal meetings. Stays up to date with technological advances and accounting software to be used for financial purposes. Establishes and maintain financial policies and procedures for the company. Understands and adheres to financial regulations and legislations.
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