SHAIKH REHANA

• Manage the full cycle of accounts receivable processes, including invoicing, posting payments, and collections.
• Created and maintained accurate records of all invoices, payments, credits and deductions.
• Reconcile customer accounts and resolve any discrepancies to ensure accurate financial reporting.
• Communicate effectively with clients to address inquiries, resolve payment issues, and negotiate payment plans when necessary.
• Prepared monthly statements for customers showing amount due and payment history.
• Prepared weekly aging reports of accounts receivables for management review.
• Conducted collections calls to ensure prompt payment from delinquent customers.
• Maintained complete documentation of all transactions related to accounts receivable.
• Monitored customer accounts for non-payment or late payments.
• Prepare aging reports, analyze accounts receivable data, and provide insights to management for decision-making.
• Collaborated with the sales team to address customer inquiries and resolve billing issues.

• Establishes productive working relationships with clients.

• Developed and maintained relationships with clients to ensure customer satisfaction.

• Providing Customers long term benefit and life Cover.

• Assisted customers in selecting the right life insurance coverage for their needs.
• Conducted market research to identify potential new products and services.
• Provided personalized service to clients by phone, email, or in-person meetings.
• Created reports on sales activities, customer feedback, and other relevant data.
• Analyzed client portfolios to determine best investment opportunities.
• Maintained records of client information, including policies and payment history.
• Educated clients on various types of life insurance policies available in the market.
• Advised clients on the tax implications of their investments and purchases.
• Resolved customer issues in a timely manner while providing excellent customer service.
• Communicated with clients to understand needs and identify best policies for each case.
• Calculated premiums and established payment methods.

• Sale online
• Revenue Generation
• Manage Records
• Reviewing the company debtor list
• Collecting payment on overdue bills
• Contacting customers and informing them of their overdue bills
• Advising customers on their payment options and suggesting methods of payments
• Negotiating suitable payment plans
• Maintaining customer payment records.

• Acquiring new clients for Demat & Trading accounts through networking, database, and references
• End to end customer relationship management
• Meet Non-Trading Customers and activate them
• Sell online accounts to customers and encourage them to trade online.