Mahima Bhatti

• Compile daily, weekly, or monthly reports on credit card sales performance, including the number of
applications received, approvals, rejections, and conversions.
• Provide status updates to clients regarding their credit card applications, including informing them of
approval, denial, or any further documentation required.
• Ensure accurate and up-to-date records of credit card applications, approvals and denials.
• Coordinate with compliance teams to ensure all sales and processes related to loans and credit cards
adhere to banking regulations and internal policies.
• Resolve any issues or errors in the MIS system, ensuring minimal disruption to data reporting analysis
• Maintain Clean Desk Policy
• Maintained staff records and tablet inventory details
• Provided regular governance and compliance training to staff, ensuring adherence to banking policies and
regulatory requirements.
• Conducted periodic compliance checks to ensure adherence to bank policies and procedures.
• Reported compliance breaches and operational risks to management in a timely manner.
• Responded promptly to bank queries and ensured timely resolution of operational and compliance-related
matters.
• Conducted KYC verification and customer due diligence in accordance with banking regulations and
internal compliance policies.

• Worked on reimbursement rejection cases
• Reviewed and verified claim documents for processing
◦ Generated leads and promoted health insurance products to prospective customers.
◦ Assessed policy coverage and processed claim approvals or rejections accordingly

• Worked as a Claims Team Representative
• Handled claim queries and processed approvals and rejections
• Handled Rural and Motor Claims
• Reviewed and assessed claims to determine coverage eligibility as per policy terms and conditions

• Handled customer interactions and supported sales activities through effective product communication
and service.
• Assisted customers with product inquiries, order-related concerns, and purchasing decisions.
• Promoted products and services to achieve individual and team sales targets.
• Maintained accurate customer and transaction records while ensuring timely follow-up.
• Built positive customer relationships to improve satisfaction, retention, and repeat business.