SAINATH KATLA

Sales Data Monitoring:

• Monitored weekly and monthly sales and finance performance to track business trends and achievements.
• Collected case-wise customer data from the SAZ Sales Team for analysis.
• Prepared and circulated weekly performance reports and monthly sales vs. Finance penetration reports to senior management.
• Segregated data from 12 in-house financiers and shared relevant reports with the respective bankers and finance companies.

MIS Request and Verification:

• Sent monthly MIS requests to all 12 in-house financiers.
• Conducted one-on-one follow-ups with bankers and finance teams to confirm and arrange the previous month’s business payout details.

Special Focus Financers:

• Coordinated with five key financers' regional hubs (Cholamandalam, IndusInd, Hinduja, IDFC, and Sundaram Finance).

Monthly GST Reporting:

• Maintained GST E-Invoice reports and Bill Summary trackers in Excel.

GST E-Invoice Preparation:

Unclaimed & Pending Finance Payouts Payments Follow-up:

Monthly Reconciliation:

Customer Support:

• Assisted the Insurance Telecallers Team with data assignment and coordination.
• Explained insurance benefits to customers and followed up for premium payments.
• Supported customers during claim processes by coordinating directly with insurance companies.
• Ensured high levels of customer satisfaction through efficient support and timely service.

Administrative Responsibilities:

• Accurately and efficiently completed day-to-day administrative duties.
• Suggested the most suitable insurance company options based on customer requirements.
• Managed renewal of 2-wheeler and 4-wheeler policies and ensured timely handover of policy copies to customers.
• Prepared monthly and yearly business performance reports (Target vs. Achievement – MTD & YTD).
• Inspected vehicle conditions and submitted supporting documents to Maruti Suzuki and Insurance Companies.

Cashier / Payment Handling Responsibilities

• Processed customer transactions accurately and efficiently at the retail counter.
• Maintained a clean, organized, and welcoming checkout area to enhance the customer experience.
• Assisted customers with product inquiries, and provided suitable recommendations.
• Handled cash, credit, and debit payments in compliance with company policies and procedures.
• Issued receipts, refunds, credits, and change promptly and accurately.
• Balanced and verified cash drawers at the beginning and end of each shift, to ensure accuracy and adequate change availability.