Vijay Suryawanshi

Handling the complete Operations of a Branch 
including Administration as well as Service delivery.
Publishing MIS to ZM’s of SUD and stakeholders (UBI and 
BOI bank branches) .
Handling policy service request which is received from UBI and 
BOI bank.
Co-coordinating with sales team for processing new business 
well as maximize the issuance for increasing region portfolio. 
Handling the cash transactions for the branch related to 
policies collected
Taking care of Vendor Payments
Monitoring Sales Team and Helping them in Reaching 
Target Getting customer’s reference to generate new leads. 
Handling customer complaints with due diligence and follow 
with HO for satisfactory resolution.
Highlighting all suspicious cases to FCU team for 
further investigation.
Ensuring that no any major observation notice by external 
as well as internal auditor during the audit .Also achieved

Handling recruitment processing of financial advisors and 
following up with HO for code generation.
Processing of PNB specified person code generation. 
Fresh business processing for entire region also guide 
sales team to ensure cases sent as FTR.
Flash requirement pending and new business application pivot 
to entire team with keeping ZM in loop on daily basis to keep 
the traction.
Arranging the Branch review in regards of compliance in 
every month at local level to avoid any gap in terms of 
process adherence.
Handling customer walking for servicing and renewal receipting
.Share authentic details to customer for reduce 
customer complain and work on customer centricity.
Take the ownership and float PPT regarding new process 
flow to entire operation team to better understanding of new process.

As a Customer  service executive in operation having sole responsibility of new business processing,renewal collection, customer service, financial reporting,record management,audit.

As a Customer  service executive in operation having sole responsibility of new business processing,renewal collection, customer service, financial reporting,record management,audit.

As a Customer service agent taking the responsibility for fruitful resolutions to customer on call and achive the KRA .

As a Customer service executive resolved customer complain on call on fruitful manner.