JOB PROFILE: • Daily Cash Entries & bank Transaction. • Monthly Bank Reconciliation & TDS Working (Monthly & Quarterly) • Monthly Party Payment preparation • Debtors & creditors reconciliation • Payroll reconciliation with previous record. • Handling Firm Banking & Accounts related matters • Follow-ups with the Branch & Clients • Maintain Payroll in Tally ERP & Process the same • Finalization of Accounts
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