Ruhin Iqbalmiya Shaikh: Designation: Sales Officer I. Responsibilities. Primary

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Ruhin Iqbalmiya Shaikh

Mob No. 9601625794 Email id: [email protected]

Designation: Sales Officer

I. Responsibilities.

Primary

1. Personal Interview of Applicants and KYC Follow Up.


2. KYC verification with Original.
3. Follow up with DSA and Customer for Documentation.
4. Applications Fill Up and Documents Processing.
5. Lead and Deal Capturing in Ominifin
6. File Completion and Filing File Review Memo
7. Maintaining Record of File as Per Location.
8. Giving File No. and Arranging Documents in Dockets.
9. Reporting to Credit Manager and Forwarding File after completion for Appraisal

Secondary

1. Loan Agreement Fill Up.


2. Data Entry for Applications and Prepare MIS and Report to Operation Executive.

II. Team Hierarchy


Immediate Reporting Manager

- Vishal dineshbhai Mir(9601089838)- Sales and Relationship Executive

Associate:

Immediate Supporting Staff:

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