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Activities
Details of Activity
Frequency
1
Disbursement MIS Weekly
Received from Financer & Dealers Mapping with Master dealer list
14 Financers
Twice in a week
Send to all regions(RFEs AM RM) for their disbursed cases
2
Disbursement MIS Monthly
Received from Financer & Dealers Mapping with Master dealer list
Once in a month(1-7)
Send to all regions(RFEs AM RM) for their disbursed cases
3
Indus Disbursement MIS
Send mail to team for MIS on 1st of the month
Once in a month
Compile all States data & make Summary
Dealers Mapping with Master dealer list
4
Loan Mela Details
Mail to RFEs to send Loan Mela Details for the month & Plan for next month
Once in a month (1-5)
5
Collection Report
Collect data from KST
Once in a Week(Monday)
Feed in Weekly Retail MIS format and in collection report format
Take print & send to KST
6
ZOHO ATS Daily / Weekly
Received Mail from KST ZOHO ATS
3 times in a Week
Feed data in format for financer reports
Report sent to regional team
7
RCs Pendency
Mail Send to financer for RC Data
Once in a month(5-11)
And as and when received
from financers
Follow up with the Financers for collection of data
Compile all States data & make Summary
Dealers Mapping with Master dealer list
Send compiled Report to team
8
RC Nos send to Financers
Follow up with RFEs for collection of RC Nos
Once in a month(15-30)
Map RC nos with Particular Financer data
Mail Send to financer for RC Nos Updation
9
Master File Updation &
Mapping-Disbursement MIS
Update YTD Disbursemet cases for every financer
Once in a month(Mid Of the Month)
Mapping with TMTL Dealers
Dealer Master Updation
10
TA Recommendations
Take data from Dealer coverage Mapping
When Received
Full-time