Maintain accurate records and databases of large corporate clients across PAN India, tracking repayments, fees, disbursement status, and sanction terms and conditions.
Financial Details:
Manage put-call/interest reset details and perform book comparisons to ensure data accuracy and consistency.
Reporting:
Collaborate with regional teams to prepare monthly pipeline reports, tracking the pipeline's progress on a daily basis, and resolving TDS-related queries.
Post-Disbursement Activities:
Assist in post-disbursement activities, including collections, deferral management, and post-disbursement documentation (PDD).
Query Resolution:
Address SOA (Statement of Accounts) related queries and coordinate with the operations department to resolve issues related to overdue charges, ARN (Acknowledgment Receipt Number), and security perfection.
Deferral MIS:
Collect deferral MIS from the CAD (Credit Administration) Team and coordinate with regions for closure.
Collections Monitoring:
Keep track of collections for all corporate cases and promptly inform Relationship Managers (RMs) about any overdue accounts on a daily basis.
Prepare visit reports, opportunity reports, lead reports, and region-wise data on a weekly basis. Additionally, create PPT presentations for review with the Managing Director (MD).
