Pratik Rathore
Customer Service Executive at Muthoot Mercantile Ltd.- Claim this Profile
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Experience
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Muthoot Mercantile Ltd.
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India
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Financial Services
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100 - 200 Employee
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Customer Service Executive
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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
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Kamal Fincap Pvt. Ltd.
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India
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Financial Services
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1 - 100 Employee
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Audit Officer
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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
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NAMRA FINANCE LIMITED
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India
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Financial Services
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100 - 200 Employee
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Branch Accountant
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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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