Naganjali K

• The RTA will be responsible for supporting in the achievement of customer support service levels by managing staffing and adherence numbers with the center supported to ensure optimal performance real-time.
• Collaborated with cross-functional teams to gather essential information for creating impactful dashboards and reports.
• Manage the call volume, daily attendance and program break schedules Assist with creation if metrics and targets for services .
• Work closely with the operations team to analyze and help improve their delivery processes.
• Generate ideas for process and service improvement planning Produce daily, biweekly and monthly internal reports Use trends and reports to forecast requirements Assist with projects and other duties as requested or assigned

• Performed periodic reviews and reports on merchants to comply with rules, regulations and KYC requirements.
• Reviewed new prospect KYC documents to meet requirements and determine business model risk.
• Analyzed and investigated clients to conduct detailed customer due diligence and enhanced due diligence review.
• Supported KYC processes for prospective and existing customers.
• Conducted regular reviews of existing client relationships, identifying opportunities for upselling or cross-selling services while maintaining compliance standards.
• Collaborated with cross-functional teams to ensure alignment of KYC processes across the organization.
• Supported AML investigations by providing accurate and timely information on customers'' financial activities.
• Managed a high volume of client data, maintaining strict confidentiality and adhering to internal policies for information handling.

• Utilized CRM software to manage client relationships.

• Reinstatement and check all the documents for reinstating the policy.

• MIS to Underwriting for pending decision & TAT Logic.

• Process Management Ensuring the quality of the process is maintained as per AML & KYC Norms & other necessary processes.

• Checking COI (Customer of Insurance) verification in Ulip Cases.

• Reinstatement Error report Tracking.

• Outstation cheque cases NAV(Net Asset Value)Given

• Checking whether Ulip policies received with the correct NAV given Case for a refund through query 45 days.

• Checking the KYC & AML documents as per Bank norms  Checking customer documents Auto Loans & Personal Loans  Maintaining the daily transaction data in the MS Excel Sheets.

• Experience in Auto loans and Personal loans CAM (Credit Appraisal Memorandum) process

• Processing the Home loans , Auto loans and Personal loans appraisal loan approved based on the CIBIL SCORE.