Provide necessary support in the execution process and getting involved in the following activities: Collaterals Preparation of Pitch Book, Teaser document, Confidential Information Memorandum.
Financial Modelling & Analysis Accounting, commercial and legal due diligence Transaction documentation Build a strong understanding of the client organization and the sector in which the client operates and use this knowledge to improve the analysis of the financial parameters
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