DANISH AYYUB KHAN

• Completing data entry tasks, providing support to my team member, answering telephone calls, and creating reports
• Create an application in the system and also verify whether the data entry is correct as per KYC or not.
  Check to see if the customer's KYC document is a mask or not.
  Connect with the Ops Team for Ad One and Link Initiation.
  Guide the customer through signing the agreement and nach signing on the phone.
  Connect with the customer and arrange the insurance form.
  Coordinate with the branch manager and sales manager for pickup of documents on the field.
  Check all documents before sending the case for disbursement.
  Maintain the lead tracker and deliver the target for disbursement.
  Worked flexible hours, including weekend and holiday shifts.

Check if the application form is filled correctly or not before processing the case.
Clear the cheque in the system and issue the policy.
Maintain a soft copy in the system as well as a policy tracker.
Return all checks and cash to the bank collection agent.
Calculated and issued policyholders' premiums, refunds, and adjustments.

• Helped a large volume of customers every day with a positive attitude and a focus on customer satisfaction.
  Adhered to company policies and scripts to consistently achieve call-time and quality standards.
  achieved a high satisfaction rating through proactive one-call resolutions of customer issues.
  Reached out to customers after completed sales to suggest additional service or product purchases and inquire about needs or concerns.