To maintain accounts receivable and accounts payable for the organisation. To analyse ledgers and ensure financial reporting of all branches. Coordination with sales and other team members and prepare invoices as per terms and conditions of customer. Ensure bank reconciliations and petty cash management. Maintaining all documents as per standard requirements. Review and analyse reports, records with managers. Knowledge of current taxation laws and its implementation. Good knowledge of Tally ERP9and excel is a must. Excellent communication skills will be an added advantage.
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