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Managed the end-to-end post-closure documentation process for home loans, mortgage loans, ensuring all original property documents were accurately retrieved
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On retrieval Preparation of List of Documents (LOD) on verification and securely releasing to borrowers upon full repayment
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Oversaw the meticulous review and verification of all loan closing documents and supporting collateral paperwork, maintaining a high standard of accuracy and adherence to regulatory requirements
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Streamlined the document release workflow, reducing processing time through improved tracking and communication protocols with internal teams
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Issued official No Dues Certificates (NDC) and loan closure letters to clients, facilitating the final stage of the loan lifecycle and ensuring a positive customer experience
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Maintained detailed records and files of all property document movements within a secure vault management system, ensuring a clear audit trail and easy retrieval
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Resolved documentation discrepancies and client inquiries related to the return of property documents, enhancing client satisfaction and maintaining positive relationships
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Managed all regulatory reporting and disclosures,intimations to the Insurance Regulatory and Development Authority of India (IRDAI )ensuring timely and accurate submissions under Regulatory guidelines
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Supervision: Oversees all insurance marketing, sales, and service activities for the corporate agent
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Compliance: Ensures adherence to the IRDAI's Corporate Agents Regulations and Code of Conduct
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Manages the "specified persons" (employees or agents selling insurance) and handles their applications/removals
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Ensures customer complaints are addressed and resolved within 14 days as per Grievance Redressal policies
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Sales Ethics: Preventing forced selling, misleading prospects, or undertaking multi-level marketing
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Reporting: Files necessary certificates and reports with the IRDAI