Junior Executive – Backend Operations - Shri Ram Finance Limited
(2023-08 - 2024-06)
- Supported backend loan processing operations for business loans, working on leads generated by the sales team.
- Verified and processed loan applications (Loans Against Property - LAP), ensuring accuracy and completeness.
- Handled end-to-end document verification, including business proofs, property documents, licenses, photographs, and financial bank statements.
- Conducted financial data review and preliminary risk assessment to support loan approval decisions.
- Prepared detailed Excel-based loan proposals, managed multiple data sets such as personal, financial, and property details across multiple sheets.
- Coordinated with internal departments to ensure smooth loan approval and processing workflows.
- Assisted in loan disbursement and reimbursement, ensuring accurate transfer of funds from company accounts to client bank accounts.
- Maintained organised records, reports, and documentation for compliance, audit, and internal tracking purposes.
Insurance Account Representative (Sub-Agent) - AGM Boss Pvt. Ltd.
(2024-06 - 2026-04)
- Managed end-to-end trucking insurance operations across 48 U.S. states, handling clients from onboarding to policy issuance.
- Prepared and verified insurance proposals by collecting complete documentation from trucking companies.
- Performed market analysis and quote comparison (shop-around) to secure competitive insurance options for clients.
- Advised clients on policy selection, ensuring the best coverage based on business needs.
- Executed policy binding, including documentation, compliance checks, and completion of legal formalities (applications, signatures, etc.).
- Coordinated premium payments and financing options, assisting clients in managing policy costs.
- Issued and maintained insurance policies, ensuring accuracy and regulatory compliance.
- Assisted in claims handling and settlement support, especially in accident cases.
- Maintained detailed daily business records and reports using Excel, Word, and PDF formats.
- Ensured accurate data management and activity tracking, supporting internal reporting and performance monitoring.
- Provided ongoing client support, resolving insurance and business-related queries efficiently.
Assistant Manager (CASA Acquisition) - IDFC FIRST Bank - Jalandhar, Punjab
(2026-08)
- Acquire new Savings and Current Accounts (CASA) through customer acquisition, referrals, lead generation, and field activities.
- Generate and manage prospective customer leads and convert them into new banking relationships.
- Explain and promote CASA products, account features, digital banking services, and applicable benefits to customers.
- Conduct customer meetings and follow up with prospects to achieve monthly acquisition and business targets.
- Build and maintain strong relationships with customers to support customer retention and cross-selling opportunities.
- Coordinate with branch teams and internal departments to ensure smooth account opening and customer onboarding.
- Maintain accurate customer and lead records while following KYC, compliance, and banking processes.
- Work toward assigned CASA acquisition, activation, and business development targets.
