1210 Servicing Jobs - Page 38

Bareilly Bareilly (Fleet Office), Hyderabad Fleet Hyderabad (Fleet Office), Kolkata Fleet Kolkata (Fleet Office) Years of experience: 0 to 2 Salary Range: 1 to 2 (Annual) Position description: Vehicle components opening Cleaning and washing of Trucks Helper to L2 Should be able to change Engine Oil, Gear Oil & Crown Oil

The Executive Secretary will provide support to the General Manager in the Executive Office. The role s core duties include secretarial services, coordinating activities in the Executive Office, assisting other Executive Assistants and Secretaries when required. This role oversees all administrative functions including proper distribution of internal and external mail, independent correspondence and an up to date registry system to maintain an efficient and effective Executive Office. What will I be doing? As the Executive Secretary, you will be responsible for performing the following tasks to the highest standards: Arrange appointments and meetings for the General Manager, record them in the calendar / diary and ensure the General Manager has the appropriate documentation for each appointment. Attend meetings such as Department Head Meeting, Executive Committee Meeting and any others when requested and take minutes of attended meetings. Receive visitors and guests on behalf of the General Manager and in his / her absence, answer questions and concerns and follow through resolutions. Arrange room and restaurant reservations for VIP guests / personnel if requested. Arrange and coordinate the General Managers schedule and remind him / her in time. Assist the General Manager in compiling guest data to be used for service quality improvement. Assess priorities of work and, wherever possible, assist in organizing the General Manager s priorities. Answer telephone calls in the Executive Office as and when required. Assist the General Manager to deal with hotel related official documents, such as owners report, thank you letters, complaint letters and other business documents. File and record all business documents as required. Check documents submitted by departments and record when use the stamp. Assist with translations, verbal and written. Maintain strictest confidentiality at all times on all matters. Demonstrate essential overall knowledge of the organization. Understand the responsibilities of other sections and departments and cooperate with them. Adhere to the hotel s security and emergency policies and procedures. Demonstrate professional attitude and behavior at all times. Prepare and maintain files, reports, letters, memorandums and other relevant business documentation. Ensure all reporting and servicing deadlines are met on a timely basis. Maintain an accurate tracking system for prompt handling of issues concerned. Order and maintain office supplies. Abide by the team member handbook, hotel policies and procedures, hotel code of conduct. Maintain personal presentation to hotel standards. The Management reserves the right to change / extend this job description if necessary, at any point of time during her / his employment. Carry out any other reasonable duties and responsibilities as assigned. What are we looking for? An Executive Secretary serving Hilton Brands is always working on behalf of our Guests and working with other Team Members. To successfully fill thi

Krazy Mantra Group of Companies is looking for EPM / Hyperion: Service Engineer to join our dynamic team and embark on a rewarding career journey. Analyzing customer needs to determine appropriate solutions for complex technical issues Creating technical diagrams, flowcharts, formulas, and other written documentation to support projects Providing guidance to junior engineers on projects within their areas of expertise Conducting research on new technologies and products in order to recommend improvements to current processes Developing designs for new products or systems based on customer specifications Researching existing technologies to determine how they could be applied in new ways to solve problems Reviewing existing products or concepts to ensure compliance with industry standards, regulations, and company policies Preparing proposals for new projects, identifying potential problems, and proposing solutions Estimating costs and scheduling requirements for projects and evaluating results

Tata Capital Ltd is looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey. Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targets. Ensuring client satisfaction.

Tata Capital Ltd is looking for Customer Relationship Executive to join our dynamic team and embark on a rewarding career journey. A customer relationship executive is responsible for building and maintaining positive relationships with a company's customers This role involves providing excellent customer service, resolving customer complaints, and ensuring customer satisfaction 1 Responding to customer inquiries and concerns via phone, email, or chat in a timely and professional manner2 Resolving customer complaints and finding creative solutions to customer problems3 Building rapport and relationships with customers to foster loyalty and repeat business4 Gathering customer feedback and making recommendations for improving customer service5 Keeping up-to-date with the latest products and services offered by the company6 Keeping accurate records of customer interactions and transactions7 Collaborating with other teams within the company to ensure that customer needs are metRequirement 1 Experience in customer service or a related field2 Excellent communication and interpersonal skills3 Ability to handle difficult or emotional customer situations with empathy and professionalism4 Strong problem-solving skills and the ability to find creative solutions to customer problems5 Ability to multitask and prioritize effectively6 Familiarity with customer relationship management (CRM) software7 A passion for delivering excellent customer service

Krazy Mantra Group of Companies is looking for Oracle Product Lifecycle Management: Service Engineer to join our dynamic team and embark on a rewarding career journey. Using various strategies and tools to provide effective solutions to customers' concerns. Communicating with clients, engineers, and other technicians to ensure that services are delivered effectively. Monitoring inventory and reordering materials when needed. Conducting research and attending workshops to remain abreast of industry developments. Writing reports and presenting findings to Managers and Supervisors on a regular basis.

Krazy Mantra Group of Companies is looking for Oracle Fusion P2P(Purchasing)_Service Engineer to join our dynamic team and embark on a rewarding career journey. Using various strategies and tools to provide effective solutions to customers' concerns. Communicating with clients, engineers, and other technicians to ensure that services are delivered effectively. Monitoring inventory and reordering materials when needed. Conducting research and attending workshops to remain abreast of industry developments. Writing reports and presenting findings to Managers and Supervisors on a regular basis.

Krazy Mantra Group of Companies is looking for Oracle Inventory: Service Engineer to join our dynamic team and embark on a rewarding career journey. Using various strategies and tools to provide effective solutions to customers' concerns. Communicating with clients, engineers, and other technicians to ensure that services are delivered effectively. Monitoring inventory and reordering materials when needed. Conducting research and attending workshops to remain abreast of industry developments. Writing reports and presenting findings to Managers and Supervisors on a regular basis.

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines

We are looking for young, high energy individuals with a passion for sales and for achieving aspirational targets Key responsibilitiesLiaise with banks branch staff and build effective relationships to maximize the business opportunity Provide knowledge about the insurance products and support banks branch staff through training to enable them to generate new business, understand customer needs and recommend suitable life insurance products to customers Provide training to the bank branch staff to equip them to sell insurance products to customers and assist them in revenue generationProvide guidance to the banks branch staff in servicing existing customers, solve their queries and concerns and ensure the quality of business is maintained consistently Enable business procured through banks branch staff is aligned to business quality metrics Exercise due diligence to prevent unauthorized/ fraudulent transactionsCandidates who are willing to be mobile and work across locations will be preferred Minimum requirementsGraduate freshers or candidates with experience Experience in customer facing roles in any industry; prior experience in life insurance industry is not mandatoryNote Compensation and level fitment in the organisation will be offered commensurate with role, education and prior work experience of the candidate

Responsibilities: Collaborate with customers on site Diagnose & repair equipment issues Maintain customer satisfaction through timely resolutions Ensure safety protocols followed at all times

The role requires the candidate to possess expertise in servicing mutual fund clients including but not limited to: - Smooth and efficient day to day operations - Mutual fund and AIF client servicing - Handholding clients to implement regulatory directives - preparing financial statements and ensuring impeccable audit reports - supporting other system, client and regulatory audits - co-ordination with internal and external stakeholders - devise processes and controls to mitigate risk and aid client delight - governance activities - business support The ideal candidate needs to have sound technical knowledge of mutual fund and AIF accounting and be proficient in client servicing necessitating superior communication skills. Key Responsibilities To assist Head, Fund Services in routine BAU - not limited to the following: Inculcate a continuous improvement culture to maximise cost and processing efficiency. Minimises operation losses and manages with defined tolerances. Review procedures to ensure efficiency running of day-to-day operations. Identify any risk prone errors and strive to mitigate those. Review client operations to ensure accurate NAVs. Exercise governance over BAU activities carried out by CoE Client servicing in entirety Assist Head Fund Services in any other ad-hoc assignment. Handling all types of audits and ensuring impeccable audit reports Assist Head Fund Services in framing strategies. Participate in client RFPs and client meetings. Governance of business partners Strategy* Scrupulously toes service standards spelled out by Head Fund Services under the aegis of Head - Custody operations, India. Ensures compliance with all Group and Country policies, Code of Conduct, statutory regulations and laws. Takes active lead in designing and implementing best-in-class, globally consistent solutions except where impossible due to regulation or market practice. Under such exceptional cases, jobholder takes lead in identifying simple, effective non-standard solutions for approval at regional/global level Business* Provide best in class operational client support service to address client s operational queries and issues. Ensure compliance with all relevant local and global regulatory requirements and industry best practices. Inculcate a continuous improvement culture to maximise cost and processing efficiency. Minimises operation losses and manages with defined tolerances. Review procedures to ensure efficiency running of day-to-day operations. Identify any risk prone errors and strive to mitigate those. Processes* Participate in various system UATs and highlights observations to the manager in charge of systems and technology from Fund Services Identify operational risks and assist Head, Fund Services in establishing appropriate control mechanisms, both for in-country processes and at Centre of Excellence (GBS) Escalate operational issues - especially those with substantial client impact to relevant stakeholders across group Implement all critical regulatory changes to ensure ongoing compliance Maintain a strong, collaborative business relationship with counterparts in GBS operations People & Talent* Maintain cordial and harmonious working relationship with internal and extended CoE teammates. Train colleagues to bring them on par with knowledge level expected and participate in cross skilling. Risk Management* Timely lodge operational incidents (losses or near misses) and client complaints & keep relevant stakeholders abreast of the same. Ensure impeccable concurrent and statutory audit reports. Governance* Follow the Group s values and code of conduct in the operations team to ensure that adherence with the highest standard of ethics and compliance with relevant policies, processes and regulations among employees form part of the culture. Ensures compliance with the highest standard of regulatory and business conduct and compliance practices as defined by internal and external requirement. This includes compliance with not only local banking laws but also anti-money laundering regulations and guidelines. Regulatory & Business Conduct* Display exemplary conduct and live by the Group s Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Key stakeholders* Internal Head of Fund Services Head of Securities Services - India & ASA Country Legal, Compliance and FCC Country Business Head and product team Product, Implementation and Servicing team Country COO CoE External Clients Business Partners Auditors Other Responsibilities Cross Skill self in other teams of Fund Services Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures Establish market connects Skills and Experience Accounting knowledge Comfort with Number Crunching Ability to Think Presence of mind Spoken Communication Written Communication Knack for automation About Standard Chartered Were an international bank, nimble enough to act, big enough for impact. For more than 170 years, weve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If youre looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we cant wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, youll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. www. sc. com/careers 29867

RESPONSIBILITIES DDP Function - To institutionalise the FPI registration, account opening and maintenance process so that is well defined for the implementation and servicing teams, as well as clients. To regularly monitor and maintain service standards. Regulatory timelines in terms of Applications and Reports to be adhered to, without any breaches. Device process along with colleagues and seniors to ensure Fresh Applications are processed timely. To instil alertness in self and team for any suspicious transactions and escalate the same. SEBI queries received to be tracked, reviewed, coordinated with Compliance, AFC, KYC and responded to SEBI in a timely manner. Implement procedures related to KYC, Account opening Documentation in consultation with Compliance, ACD team after notification of any change in regulatory framework (local as well as global). Research on various client structures and presenting to seniors. (Thereby building team knowledge too) To undertake periodic self-assessment on key controls to assess the proper functioning and adequacy of existing controls. To manage the operational relationship for interface with the Implementation and servicing teams. To serve as a focal point of contact with Implementation, servicing teams and regulators in Client account opening and registration related matters To keep servicing teams abreast in conjunction with product of changes in regulations, market procedures, operating procedures affecting client account opening or maintenance through routine communications. To facilitate smooth account opening and try to keep the outstanding account documentation to a minimum. Key Responsibilities To constantly monitor and maintain service standards. Ensure full awareness of all policies and procedures issued in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. To institutionalize the account opening/closing process so that is well defined for both the implementation and servicing teams as well as the clients. To liaise with regulators on outstanding approvals. To ensure that the Unit is subject to minimal risks arising out of incomplete/ outstanding account documentation. To follow-up with the Implementation/Servicing Teams on outstanding account documentation. To undertake periodic self-assessment on key controls to assess the proper functioning and adequacy of existing controls. Assist in coordinating facilitating and promoting understanding of operational risk and in implementation and management of OR within the Unit To facilitate review of FPI Registration related documents and revert to respective stakeholder On complete review of FPI documents, propose to the FPI committee for granting approval Update the NSDL website for granting registration Inform clients on granting/rejection of FPI registration Review of other miscellaneous applications and grant of approval To send to the regulator reports at required frequencies To liaise with NSDL on various issues Skills and Experience Analytical skills Training skills Meeting and Project Management skills Objective and Project Management skills Supervisory skills Conflict resolution skills Ability to handle unstructured situations Communication skills Ability to deal with auditors Ability to deal with vendors Ability to deal with regulators Customer focus and ability to deal with internal and external Clients Communication skills Counselling skills Presentation skills Report/Procedure writing skills Document maintenance and control skills Qualifications Graduate About Standard Chartered Were an international bank, nimble enough to act, big enough for impact. For more than 170 years, weve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If youre looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we cant wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, youll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. www. sc. com/careers 26450

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines.

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines