Job Details

Customer Account Manager

About the Role:

Customer Account Manager is a role in Credit Operations Team in Credit and Policy Group of the Bank supporting disbursement related operational activities of Retail Credit cases


Job description:

  • Documents verification as per Non discrepancy checklist for disbursement of retail loan cases
  • System maker and checker for disbursement post document verification
  • Raising queries to the various stakeholders and getting resolution for the same
  • Co-ordinating with Vendor and the inhouse personnel for Login of files, basic data entry and loan account number generation
  • Coordinating with various teams in operations and underwriting and getting DM preparation done
  • Disbursement cheque printing, handover and updation of register
  • Dispatch and tracking of sanction files and disbursement dockets to storage
  • CPA attendance verification into system
  • AF/PF/PEMI cheque banking and receipt parking into system
  • Quality check observations review and revert


  • Keen learner having an ability to quickly grasp product and processes
  • Being agile and having a knack to identify improvement areas


Eligibility Criteria:

  • Graduate with 0-5 years




Min Exp (yrs):


Max Exp (yrs):


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