Banking managers perform some or all of the following duties:
Plan, organize, direct, control and evaluate the branch operations of a bank, trust company, credit union or similar financial institution or of a department in such an institution responsible for administering personal and commercial loans, buying and selling securities, operating investment funds, administering trusts, settling estates or other related activities
Ensure the institution's policies and procedures are followed according to established guidelines and make recommendations for improvement
Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
Interview corporate and individual customers and respond to customer enquiries
Analyze, review and approve or reject loan and credit applications in accordance with authorized limits
Monitor processing of loan applications and credit investigations
Oversee preparation of monthly financial and branch progress reports
Recruit personnel and identify their training needs.
Credit managers perform some or all of the following duties:
Plan, organize, direct, control and evaluate the activities of a credit department in an industrial or commercial organization
Administer corporate, commercial and personal loan accounts
Advise customers on the commercial and personal financial services corresponding to their needs
Evaluate and review loan and credit applications and collateral and make recommendations
Approve or reject credit applications, establish credit limits and determine repayment plans or schedules in accordance with authorized limits
Ensure collection of overdue or delinquent accounts
Ensure credit policies and procedures are followed according to established guidelines and applicable legislation
Prepare credit and loan reports
Recruit credit personnel and identify their training needs.
Apex visas-India s Fastest Visa Provider, is a Pune based company that has endeavored since its inception in 2010 to bring a one stop solution to your visa related queries, Our services which include - Overseas Education assistance, Visitor Visa, Business Visa, FOREX, Ticketing, Tour Packages etc. A.V. Immigration & Career Consultancy Pvt. Ltd. (Apex Visas) is Pune based company that has endeavored since its inception in 2010 to bring a one stop solution to all your migration related queries. We are well known in the immigration circle for our specialized services & are praised by our clients for enriching their experience in Visa facilitation. We have a global presence with a strategic network of own and associate offices in 25 locations across the world. We are planning to extend our services to over 50 offices by the year end. The core team of Apex Visas is spearheaded by people with more than twenty years of domain expertise. They have precision knowledge in the fields of Immigration, Visa processing and other related services. To ensure prompt and hassle free services we have a team of handpicked executives who go through rigorous & in-depth training on country specific immigration and visa processing norms & rules to arm them with the requisite knowledge. Our executives have thorough knowledge & hands-on experience in dealing with immigration procedures followed by Embassies & High Commissions. Once you register you are assigned a case-officer who will guide you through the entire application process and assist you at every stage. They work in tandem with you to complete the process on time ensuring successful results. Just walk into any of our offices around the globe and you can talk to our counsellor to learn more about the country of your interest. With our tailor made solutions, you will have a flexibility to choose the right package that is both appropriate and affordable.
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