Key Responsibilities

Documentation Management
Prepare loan documents for various loan types, ensuring procedures are followed within deadlines.
Ensure all pre and post-disbursement documentation is completed.
Ensure all required approvals for disbursement are obtained.
Visit client locations to complete documentation work.
Provide clients with SOA, Debit Notes, Interest Calculations, GST Invoices, etc.
Resolve client queries within the defined turnaround time (TAT).
Ensure timely renewals of existing loans, obtaining approvals and completing documentation.
Close all pending deferred documents (PDDs) on time.
Ensure pledge/unpledge of shares is completed.
Coordinate with clients to resolve margin shortfalls in security cover within TAT.

Loan Monitoring & Covenant Tracking




Ensure adherence to policies and processes for loan documentation.
Monitor loans and track compliance with covenants.
Ensure clients receive SOA, Debit Notes, GST Invoices, and Tax Invoices.
Ensure timely receipt of monthly/quarterly covenant data from clients.

Coordination & Client Relationship Management
Coordinate with business, credit, operations teams, and client officials for smooth documentation to disbursement transition.
Manage DSA payouts and empanelment processes.

Audit & Compliance
Ensure internal and external audit compliance for loan documentation and processing.
Ensure adherence to regulatory requirements in loan documentation and monitoring.

📌 Sales Support Manager Maharashtra
🏢 Aditya Birla Capital
📍 Maharashtra