Finbot - Sales Coordinator (0-5 yrs)
Responsibilities and Duties
Job Summary
1. MIS :
Daily MIS which includes DVR, Pipeline and dashboard - has to be collected from all the unit members and share it every day to the undersigned.
Monthly MIS - Disbursement and Rejection MIS has to be shared after the month-end.
Asset Management - MIS has to be maintained for your respective units and required details has to be shared with HO.
2. Sales Support :
Pre Approval - Document to be shared to Credit as per the checklist of particular financier.
Approval - To follow up for sanction details from Credit
Post Approval -To follow on post approval documents from unit members .
3. Vendor Co ordination :
- Sourcing calls to vendors only on collection of quotation and Performa invoice as part of pre approval documentation.
- Follow up calls for collecting Invoices and MMR as part of post documentation.
4.Customer Interaction :
- Interaction with customers on Finance Interface.
- Follow up customers only for small pendencies.
5. Telecalling on Platform Facilitation
- Telecalling on new schemes launched by FB.
- Welcome calls or service calls to our customers.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
