VIJAYENDRA THAKUR

• Managing login and disbursement of Agri, CV and Micro LAP products as per Policy and within TAT for Region.
• Training of Sales, Credit and Collection team for latest process and policies updates.
• Devised and executed training plans for new and existing staff to support competency and compliance.
• Coordinated with other regional managers to share best practices, streamline processes, and improve overall organizational effectiveness.
• Led weekly meetings with regional staff to review progress, address challenges and drive timely task completion.
• Coordinate between Sales, Vendor and Central team for daily logins and disbursements.
• Publishing and maintaining MIS tracker for different activities like Deferrals, File tracking, and NACH registration.
• Managing DSA RC limit & Dealer’s Trade Advance and process and MIS.

• Manage disbursement of CV, CE, Agri, LAP, BIL & Home loan products as per process within TAT.
• Trained and guided team members to maintain high productivity and performance metrics.
• Manage customer service request like Partial closer, forecloser, Property release, FC, LOD, SOA statement issuance within TAT.
• Resolving customer complaints and managing customer retention to maintain portfolio.
• Suggesting process improvements & reviews on regular basis
• Improved overall operational efficiency by streamlining processes and implementing new systems

• To manage Credit and Operations activities through the CPA team.
• Appointment and training of CPA staff.
• Manage login and disbursement as per prescribed process & policy of retail asset and LAP, Home loan products within TAT.
• Coordinate between Sales, Credit, Central team and CPA for logins and disbursements.
• Provide training to Sales, Credit team for new process and policy

• Managed daily branch operations for optimal productivity and customer satisfaction.
• Performed monthly compliance checks & ensure full Compliance & Nil critical observations at every branch.
• To manage disbursement as per prescribed process & policy of Retail asset, Home loan and LAP products within TAT.
• Improved branch efficiency by streamlining operations and implementing new processes.
• Dispatch and reconciliation of all disbursed Files & Dockets.
• Timely & Effective resolution of customer complaints and Retention of existing customers to maintain portfolio.

• Disbursement of Personal loan, Business loan, Education loan, Two-wheeler loan & Tractor loan product within defined TAT & Policy.
• Manage post disbursement activities like PDD updation, scanning and indexing of files.
• Improved customer satisfaction by addressing and resolving complaints promptly.
• Ensuring FTR files to be processed in system by CPA team.
• Audit of CPA at fortnightly basis for adherence of defined process.
• Provide regular training to Sales and CPA team.

• Assisted in achieving regional targets by training and motivating internal staff and Channel Partners.
• Manage incremental business of relationship by regular visits & training.
• To do regular training need analysis and conduct GID & IID for both internal & external stakeholders.
• Developed and implemented comprehensive training program to increase employee productivity and morale.
• Monitored and evaluated training performance to determine quality and cohesiveness.
• Collaborated with other departments to align training programs with organizational goals and objectives.

• Sales of Insurance products to individuals by doing financial planning.
• Meet Monthly, Quarterly and Annual Targets.
• Conversion of leads provided by the company
• Provide service to the existing clients.
• Up selling & Referrals selling.
• Maintain proper MIS of self & company provided leads

● Appointment and Training of Sales Executives.

● Generation of leads through existing database and networks.

● Follow up for daily login, approval and discrepancy of cases.

● Coordination with credit and Operations department for file processing.

• Appointment and Training of sales executives.
• Empowering each member of the team for their incremental business.
• Coaching each team member to achieve there objectives with regular one to one meetings.
• Follow up for daily login, approval and rejection of cases.
• Co ordination with operation department, credit department, for processing of cases.
• Generation of leads through existing database and networks.
• Developed a high-performing team by recruiting top talent, providing ongoing training, and fostering a positive work environment.