• 3+ years experience with requirements management • 2+ years of hands-on experience in or supporting sales and marketing organizations • 1+ years of experience with Agile Methodology • Good understanding of system integration and data cleansing, loading and integrations. • Experience managing relationships with 3rd party vendors and teams.
• Knowledge of Microsoft CRM Dynamics 2013 or newer and/or PowerBI • A good understanding of the strategic and commercial drivers for CRM projects • Microsoft Dynamics CRM certification • Able to successfully manage core responsibilities independently or with limited over-sight • Excellent verbal and written communication skills • Excellent organization skills
Position 2: Loan Origination.
• Bachelor Degree in related field or equivalent experience. • In-depth knowledge in Credit Origination business process and workflow. • In-depth knowledge in Credit Origination system functionalities and interfaces to other banking systems. • 5 years of relevant business analysis, testing and/or project management experience. • Good knowledge in financial services policies, procedures, products and industry practices. • Solid experience in business requirement study and documentation. • Strong negotiation skill, good in time management and able to multitasking. • Good team player with excellent interpersonal and communication skills. • Strong working knowledge of relevant applications and development life cycles. • Technical hands-on experience in database access, query and issue investigation. • Added advantage with Unix OS and Oracle DB experience.
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