Junior Assistant at Kunnamkulam Nidhi Ltd (2023-03 – Present)
- Knowledge about the products and service, process and procedures
- Cash handling when ever required. Ensure that the cash is tallied with records and denomination.
- Act as joint custodian and key handling, if assigned
- Execution and facilitation of all business transactions.
- Support the sales and marketing activities – customer on boarding and KYC compliance functions in the absence of business manager or junior credit officer.
- Filing and book keeping
- Under take daily collections if assigned and the incidental works relating to it.
- Collections and recoveries
- Attend to audit observations and ensure to remedy the deviations if any
- Such other functions as may be delegated by the senior employees
- Take over the charge of business manager or junior credit officer during the temporary absence of either of the position
Junior Assistant at Yogloans Ltd (2022-01 – 2022-12)
- Knowledge about the products and service, process and procedures
- Cash handling when ever required. Ensure that the cash is tallied with records and denomination.
- Act as joint custodian and key handling, if assigned
- Execution and facilitation of all business transactions.
- Gold appraisal and verification. Safe custody of gold, cash and other valuables of borrower and the company.
- Support the sales and marketing activities – customer on boarding and KYC compliance functions in the absence of business manager or junior credit officer.
- Filing and book keeping
- Under take daily collections if assigned and the incidental works relating to it.
- Collections and recoveries
- Attend to audit observations and ensure to remedy the deviations if any
- Such other functions as may be delegated by the senior employees
- Take over the charge of business manager or junior credit officer during the temporary absence of either of the position
Assist Branch Head at Yogakshemam Kuries and Loans (2016-01 – 2016-09)
- Knowledge about the products and service, process and procedures
- Cash handling when ever required. Ensure that the cash is tallied with records and denomination.
- Act as joint custodian and key handling, if assigned
- Execution and facilitation of all business transactions.
- Gold appraisal and verification. Safe custody of gold, cash and other valuables of borrower and the company.
- Support the sales and marketing activities – customer on boarding and KYC compliance functions in the absence of business manager or junior credit officer.
- Collections and recoveries
- Attend to audit observations and ensure to remedy the deviations if any
- Develop implement and manage a detailed business plan using total team involvement and participate in establishing team sales and service goals
- Utilize and promote with the branch team usage of all available sales tools and resources on a regular basis and incorporate tools into the defined Sales Process to guide marketing and call plans
- Identify cultivate and expand key customer relationships through focused sales and referral activity to an assigned Small Business customer base
- Work closely with partners in Human Resources to understand and implement policies and procedures pertaining to team performance
- Directing all operational aspects including distribution, customer service, human resource, administration and sales in accordance with company objectives
- Providing training, coaching, development and motivation for the sales personnel
