Description

Processing of Fund transfer requests:
Processing fund transfer requests received from borrowers as per approval terms and internal DoA
Close tracking of operation and construction budgets for project finance exposures
Processing various requests for issuance of letters/other correspondence from borrowers
Establish and maintain robust channels of communication with clients and bank teams

View Access – TRA / Escrow Accounts:
Active co-ordination with external stakeholders for obtaining and maintaining view access of TRA accounts.
Maintaining and timely circulation of various MIS reports
Regular updation of TRA Balances for key accounts
Data management on ongoing basis for various internal modules / data repository related to monitoring function

MIS / Reports / Database updation:

Generate regular and comprehensive reports that provide a detailed view of portfolio performance, risk profiles, and emerging trends.




Offer incisive and data-driven insights to senior management, enabling informed decision-making based on the analysis of portfolio data.
Uphold rigorous standards of record management to support transparency, accountability, and audit readiness

Portfolio Monitoring:
Co-ordination with Concurrent Auditors for sharing of requested information
Supporting credit monitoring managers in review of borrower accounts and conduct of CMC meetings
Engage with business/client teams to address discrepancies, formulate corrective action plans, and enhance overall performance.

Maintain rigorous adherence to the Credit Monitoring Policy and its associated procedures, ensuring that monitoring protocols remain aligned with the policy's stipulations

📌 Credit Manager Cleantech Credit Monitoring Mumbai Lodha I Think Techno Campus Jm Thane
🏢 Tata Capital
📍 Thane