Indra Pal

Current duties designated with Poonawalla Fincorp Ltd.

• coordinating customer arrivals at branch and retrieving instruments from walk-in clients for closure part payment EMI release following loan finalization and online logging in internal software.

• streamlined oversight of disbursal cheque stationery like printing & customer handover following PDD clearance

• coordinating mail handling from CRU team according to established turnaround time.

• manage branch CSAT/NPS scores for walking customers and strategies for cross-selling products to walking customers.

• managing disbursement tasks for business loan LAP, used car loans, education loan files within TAT

• property paper collection and maintenance of otc/pdd in system and sending opp/credit files to record management team.

• Executed routine audits to confirm compliance with regulatory standards and internal guidelines.

• compilation of MIS reports for authorized transactions and disbursements.

• Facilitated collaboration between sales and credit teams to ensure seamless disbursement processes.

• petty cash management (branch expense oversight)

Responsibilities Assigned with Yes Bank Ltd

• Credit Process

• Handling File login activities of PL/AL/HL

• Manage date entry, documents upload, scanning

• physical file move the case to underwriting and CAM preparation.

• TVR with customer Initiated FI and follow up with CPV vendors.

• Coordination among the Sales to resolve pending queries and moved the case to ops bucket after done QC

• North zone allocation of login file.

Responsibilities Assigned with HDFC Bank Ltd

• Credit Process

• Handling File login activities of NEW CAR/USED CAR LOAN.

• Manage date entry, documents upload, scanning physical file move the case to underwriting and CAM preparation.

• TVR with customer Initiated FI and follow up with CPV vendors.

• Coordination among the Sales to resolve pending queries and moved the case to ops bucket after done QC