About Credit and Policy Group:
Credit and Policy Group is an integral function of the bank and is responsible for credit underwriting of customers across Retail and Business Banking with a focus of 360 degree Banking. We have adopted an organisational model that will intensify our unified approach, to provide a holistic banking experience to our customer. The incumbent works closely with the Sales & Relationship teams to on-board value customers for the Bank. The role has a significant contribution towards capturing opportunities across customer segments.
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 no. 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
Skills:
- Keen learner having an ability to quickly grasp product and processes
- Being agile and having a knack to identify improvement areas
Eligibility Criteria
- Sales and Relationship experience from any Industry
- Graduates with 0-2 Years
Patna,Jamshedpur
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