KOUSHAL SAI

Roles and Responsibilities:

*Daily Operations:

Monitor daily logins and disbursals.

Share recommendations and updates from the credit team.

*Channel Management:

Visit sourcing channels regularly to generate new files.

Provide updates on case status from login to final disbursement.

*Invoice and Payout Management:

Manage DSA (Direct Selling Agent) invoices for accurate and timely monthly payouts.

*Coordination:

Coordinate with customers, credit managers, and channel partners.

Facilitate personal discussions and third-party visits as needed.

*Collection Support:

Assist the collections team with EMI payment follow-ups and resolutions

• Maintaining company's IRR
• Provide unsecure business loan from 15 to 1.33 cr
• Target customer Traders (dealers and distributor)and manufacturers
• Handled customer relations issues, enabling quick resolution and client satisfaction.
• Developed and Appointing Referal Partner’s (financial consultant, tax consultants, CA) and Sales Executive in the market.
• Sourcing/ Channel & Team Management- New client acquisition for business loan funding and effective team & channel management to increase the number of cases in system
• Build Relationship and develop branches and channels giving them product training. to generate new business.

• Maintaining company's IRR
• Provide unsecure business loan from 2 to 75 lacs Achieving targets on monthly basis
• Multiplied earnings through sales goal achievement, customer service improvements and commitment to team objectives.
• Handled customer service by dealing with complaints, organizing stock and answering customer questions.
• Kept work areas clean, organized and safe to promote efficiency and team safety.
• Maintained positive customer relationships by responding quickly to customer service inquiries.

• Worked with Retail Customers to understand needs and provide service.
• Successfully closed average of 8 loans per month.
• Unsecured Small Business Loans
• Empanelment of new channel partners
• Developed and maintained relationships with local channel partners
• Maintained friendly and professional customer interactions.

• Attend meetings, seminars and programs to learn about new products and services.
• Calculate premiums and establish payment method.
• Develop marketing strategies to compete with other individuals or companies who sell insurance.
• Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
• Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including fire, life, and property, After sales and service.

• Generated lead for Videocon Solar Water Heater.
• • Studied dealers perception about Videoconsolar water heater.
• Created brand awareness and channel
• development of solar

Achievements

• Got orders form builders for solar system.

• Learn about the internal works of Videocon Company

• Developed relationships with wide range of employees, customers and vendors.