Keywords / Skills : Finance Assistant Job Duties: Process and prepare financial and business forms for the purpose of checking account balances, facilitating purchases, etc. Perform routine calculations to produce analyses and reports as requested by the finance directo
Typically, a high school diploma is enough to secure an entry-level position, as most financial assistants learn their duties through on-the-job training. Some employers prefer candidates who have taken college courses in bookkeeping or finance; others require an associate's or bachelor's degree in a relevant
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