Asma Kundur

Key Responsibilities:

• Assessed and verified clients’ creditworthiness by analyzing credit scores, income documents, and repayment history to determine loan eligibility.
• Conducted detailed background checks and financial evaluations as part of the loan approval process.
• Ensured all documentation and compliance requirements were met before loan disbursement.
• Handled post-loan closure activities, including issuance of No Dues Certificates (NOC), lien removals, and loan account closure formalities.
• Maintained accurate records of client interactions, loan status, and closure procedures for audit and compliance purposes.
• Coordinated with internal departments and external agencies for timely execution of client requests and updates.
• Provided end-to-end support to clients throughout the loan lifecycle, ensuring high levels of customer satisfaction

Key Responsibilities:

• Managed and monitored investment portfolios for individual and institutional clients, aligning strategies with clients’ financial goals and risk profiles.
• Provided regular market updates, investment advice, and portfolio reviews to ensure optimal asset allocation and returns.
• Analyzed market trends, equity/debt instruments, and mutual fund performance to offer timely investment recommendations.
• Built and maintained strong client relationships through personalized service and continuous communication.
• Executed buy/sell orders for various financial instruments on behalf of clients in compliance with regulatory norms.
• Ensured all investment transactions and portfolio records were accurate, up-to-date, and in line with compliance standards.
• Collaborated with research analysts and product teams to tailor investment solutions.
• Assisted in onboarding new clients by conducting KYC verification and account setup procedures.

Key Responsibilities:

• Promoted and sold life insurance products to individual clients, ensuring appropriate product recommendations based on customer needs and financial goals.
• Generated leads through cold calling, referrals, and networking to build a strong client base.
• Conducted needs analysis and financial assessments to offer tailored insurance solutions.
• Educated clients on policy details, coverage options, terms, and premium structures.
• Maintained regular follow-ups with prospective and existing customers to ensure customer satisfaction and policy renewals.
• Met and exceeded monthly sales targets and performance benchmarks set by the company.
• Maintained accurate records of client interactions, sales, and policy documentation.
• Collaborated with internal teams for smooth policy issuance, customer service, and after-sales support.

Recruited, onboarded, and trained new insurance agents, guiding them on company products, sales techniques, and compliance procedures to improve their productivity and effectiveness.