Manmeet Saluja

Handling Australia Process including GTE

Managing team size of 7 with regular training and latest updates as per DHA

Maintaining MIS and reports of the team

Communicating with International Team for follow ups on applications status and refunds

working on live portal and deals with queries of agents on daily basis

keep track of visa approvals and enrollments

: Looking after the operations team

Handling team of sales counselors and keeping track of their training and targets achievement

Managing cash of branch and sales targets

Counseling walk-in queries

Looking after the operations, administrations as well as cash handling of the Varanasi branch in view of Proposal Login, Issuance, Premium Renewal Collection and Maintaining MIS

Customer Service

Policy Servicing on regular basis

Banking of Cash collection in TAT

Banking of Cheque collection in TAT

Petty cash Handling

Third Party Voucher, Vendor Payment, Cost Mitigation, Update of key updation, Zero Assets Loss, Taking regular sessions of DM's and PFA's on form filling and AML/KYC Guidelines

Control over Advisor's IRDA Training

Business Support

Coordination for Sales Training Programs

Advisor Licensin

Advisor License Renewal

Inventory Management

Rewards & Recognitions

Advisor Reimbursement, Zero Defect Applications, Renewal Servicing, Branch Servicing Accuracy (Advisor NEFT Processes within EOM, Rescheduling of exam done within TAT,

• Maintained protocol throughout routine work days and special events.
• Delivered top-notch administrative support to office staff, promoting excellence in office operations.
• Sorted, opened, and routed mail and deliveries to meet business requirements.
• Identified communication channels to set roadmap to distribute information.
• Collected data, input records and protected electronic files.
• Conducted research to assist with routine tasks and special projects.