Documentation & review of pre disbursement documents / agreements
Loan Disbursement in T24
Partial or full adjustment of loans in T24
Issuing post disbursement letters to borrowers & dealers
Pursuing vendors to complete vehicle registration process
Payments to Vendors, Insurance Companies
Maintaining portfolio MIS
Weekly / Monthly reporting to higher authorities
Corresponding with respective Branches/TLs/RSMs for closure of post disbursement discrepancies
Archiving files to Centralized Credit Administration Center

Key Responsibilities:

Market new clients
• Setting up meetings with new clients
• Looking for new sales opportunities
• Building positive relationships with customers
• Assisting with generating new business
• Identifying opportunities for greater profits
• Understand customer needs and develop plans to address them
• Approach potential customers to establish relationships
• Case preparation and submission in Risk department.
• To ensure in time disbursements within given TAT.
• After sales documentation.
• Any other assignments given by the management.

• Petty Cash Imprest • Receipts & Payments • Vendor Payments • Cash and Bank Reconciliations. • Monitor Payables. • Salaries disbursement. • Credit Memos, Debit Note, Purchase Journals,   Keep record of vouchers. • Updating accounts payable and perform reconciliations. • Keep reports of transactions. • Documents financial transactions by entering account information. • Update financial data in databases to ensure that information will be accurate and immediately available when needed, Peachtree, Journal Entries

• Achieve growth and hit sales targets by successfully managing the sales team
• Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs
• Present sales, revenue and expenses reports and realistic forecasts to the management team
• Ensure to meet monthly SIM sales and replacement targets.
• Market visits to ensure availability of stock and product promotional material.
• Problem solving of walk in customers.
• Development of Franchise Business Plans.
• Ensure the financial performance and revenue targets of the franchisee is achieved through analysis of its Profit & Loss and KPIs.
• Support the day-to-day management of franchise. Advice and support franchisee with all areas of their business including: stock management, customer relationship, staffing and recruitment, finances and payments etc.
• Develop sales and marketing tools, work out on sales promotional activities to support the franchisee
• Ensure that Company’s brand is communicated and maintained in the market.
• Conduct the trainings for staff to provide quality customer services.
• Ensure that franchisee and its staff are trained enough to provide the service experience in line with Company’s customer policies.
• Developing the marketing strategy for the company in line with company objectives.
• Planning and implementing promotional campaigns

• Insert production data by inputting text based and numerical information from source documents within time limits
• Compile, verify accuracy and sort information according to priorities to prepare source data for computer entry
• Review data for deficiencies or errors, correct any incompatibilities if possible and check output
• Research and obtain further information for incomplete documents
• Generate reports, store completed work in designated locations and perform backup operations
• Scan documents and print files, when needed
• Keep information confidential
• Respond to queries for information and access relevant files
• Ensure proper use of office equipment and address any malfunctions
• Prepare daily reports i.e.
• Machine efficiency report
• Department wise production report.
• Machine wastage report etc…