Pratik Rathore

Customer Service Executive at Muthoot Mercantile Ltd.
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Location
Sehore, Madhya Pradesh, India, IN

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Experience

    • India
    • Financial Services
    • 100 - 200 Employee
    • Customer Service Executive
      • Apr 2022 - Present

      Responsible to attending walk – in clients at Branches.  Responsible for accepting & appraising gold jewelry as per company norms.  File/ documents checking including KYC checking, application forms and loan document verification.  Responsible for processing/ documents of Loans & other financial services.  Responsible for cross selling of all products and achieving of individual & branch targets.  Responsible for completion of all Accounts related works in the branch.  Responsible to maintain up-keep of the branch and ensure confidentially in all dealings.  Responsible for calling customers for following up on interest collection & Business generation regularly. Show less

    • India
    • Financial Services
    • 1 - 100 Employee
    • Audit Officer
      • Mar 2021 - Mar 2022

      Daily Reporting to Team Leader/State Head.  Personal visit and verify process adherence in Center meetings, Group formation, CGT, GRT, new member acquisitions, Dropout and Death cases.  Verify Branch register, reports administrative and HR related issues.  Investigate frauds/misappropriation.  Conduct compliance checks and report for any field deviations.  Prepare and submit audit reports with in defined TAT.  Follow up the compliance of the audit reports with the business team till the closure of the report.  Discuss the audit findings during monthly team meeting with the respective team leader. Show less

    • India
    • Financial Services
    • 100 - 200 Employee
    • Branch Accountant
      • Oct 2019 - Jan 2021

      Responsible for day-to-day operations and administration of the Branch, ensuring strict compliance with Company’s police and procedures.  Handling cash and clearing transactions.  File /document checking including KYC checking, application forms and loan document verification.  Maintaining good audit rating for the branch.  Daily Reporting to Area manager.  Collection entry in software, Disbursement, Disbursement entry in software  Data entry of application forms, creation of customer IDs, accounts, etc Show less

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