Ankur Issar

NTB Channel

Working In NTB Channel where i work to on board customer to BALIC.

Working on Digital leads provided by company.

Promoting Term Plan in Corporate by Doing activities in Corporate.

Overall job responsibilities to on boarding customer by own natural market or digital leads provided by company.

Ecommerce Channel

• Providing Outstanding Customer experience and ensure satisfaction of HNI Clients.
• Make work plan to ensure quality services.
• Helping to solve client problems and developing relation with client identifying customer banking need and guide them with proper.

HDFC Securities Banca assurance Channel.

Managing HDFC Sec branches and generating revenue through channel partner.

• Operations Management Handling Operations and Policy servicing of branch rated number one in pan India.
• Supervising and Managing Policy Servicing activities like issuance and renewals of policies end to end across products
• Reinstatement & Underwriting
• Claim Adjudication and Administration
• Ensuring timely deposits of renewals and monitoring reconciliation process.
• Follow Up for timely remittances for surrendered policies.
• Quality Check for all applications received from agency and banc assurance network.
• Monitoring underwriting of new and existing business within set of guidelines.
• MIS & Data Analysis compiling various weekly / Monthly MIS Reports pertaining to process such as bank.

• Banking procedure related to new business, revival and renewal.
• Making entries against cheque bounce on daily basis.
• Resolving customers queries and complaints.
• Updating agents about underwriting norms and tariff of company.
• Preliminary Financial Underwriting.
• Handling New Business, Revival and Renewal.
• Giving New Business forms filling training to New Joiners.
• Branch Audits
• Persistency Calling.

• Banking procedure related to new business, revival and renewal.
• Making entries against cheque bounce on daily basis.
• Resolving customers queries and complaints.
• End to End follow up for the HNI Cases, Fax Set up cases and for VIP Customers.
• Updating agents about underwriting norms and tariff of the company.
• Preliminary Financial Underwriting.
• Handling New Business, Revival and Renewal.
• Giving New Business forms filling training to New Joiners.
• New Business generation from existing customers.
• Branch Audits
• Persistency Calling.

• Handling online query for US based customer's.
• Sorting networking issue of connections.
• Providing Instant resolution in Turn Around Time.