Ramesh Golla

• Managing channel partner (HDFC Bank) Generating leads

• To ensure all the team members available with all the staff on time and day to day morning huddle meeting.

• Helping bank staffs regards to LI along with cross-selling of all banking products.

• Doing calling and Meeting with clients
• Giving prompt service to existing clients.

• Maintaining client data base.
• Preparing daily report.

• personal visits to clients and prospects to achieve solicitation volume proportionate to revenue targets.

• Responsibility to achieving monthly sales target.

• Basic responsibility is to check total number of loans for the day.
• Verifying the complete Credit report like - Credit score, past due, delinquency, inquiries,bankruptcy, fraud alert & Judgments.
• Production with quality.
• Checking each and every Initial documents like.
• 1003, LE page, Tax return form and updating the dates.
• Matching fees in 2015 itemization with the fee quote.
• Ordering for current year tax return statement
• Checking insurance and flood certificate if any
• Creating/order for e-disclosure through blend
• Sending daily production reports to the client
• Quality check of other teammates work.
• To check client emails and responding then with update.

• Maintained strong relationships with existing clients by providing prompt responses to inquiries and resolving any issues.
• we are using the transUnion Application.
• independently check the original KYC information provided by Client.
• While processing the application checking the cibil score of the client.
• Building Client relationship with the company Performing.
• Managed a team of sales representatives by setting goals, providing guidance, monitoring performance and offering coaching as needed.
• Taking ownership of any profile that have been assigned Work.

• Validate data captured through OCR (OpticalCharacter Recognition)
• Make corrections, validation correctly captured data.
• Accurately train the system to achieve maximum capture success.
• Manage and develop all performance indicators are met.
• Review and analyses reports to improve system productivity.
• Provide reporting as required.

• Reviewed and verified invoices for accuracy, completeness, and compliance with company policies.

• Resolved discrepancies between purchase orders and invoices.