Key Result Areas

Supporting Actions

Pre-Disbursement Activities

Prepare and issue required letters like sanction letters, amendment letters, ROI based on credit decisions/ sanction note within given timelines
Provide standard legal and security documents to the Relationship Manager, depending on type of product and security within stipulated timelines
Verify and execute complex documentation in full compliance with the internal standards and external regulatory requirements
Scrutinize customer documents to check if in order. In case of discrepancies, share details with Relationship Manager to complete/ rectify the documentation.
Check facility legal & security documents executed by the customer and ensure pre-activation check points are completed
Track and update PDDs and OTC in the system/ excel for current/existing release of limits.
Ensure daily execution of documentation in full compliance with the internal standards and external regulatory requirements
Ensure customer submitted documents are checked within the given timelines. In case of discrepancies,



share details with Relationship Manager to complete/ rectify the documentation.
Support in smooth resolution of complex documentation issues.

Post-Disbursement Activities

Ensure follow ups of outstanding PDDs/OTC and look into escalation cases, where required
Ensure completion of all activities related to security perfection of assets – CERSAI/ROC
Ensure renewal tracking done by the team and ensure that renewal letters are prepared and issued within stipulated timelines
Ensure that only completed files are getting processed by the operations team at the branch level
Handle service level escalations and complaints for HNI customers and authorise high value transactions / complex/ structured transactions
Ensure data and evidence for all legal litigation cases of defaulters on a case to case basis
Manage post disbursement documentation by conducting follow ups with stakeholders, reporting discrepancies to the Manag

📌 Branch ops manager (India)
🏢 Aditya Birla Capital
📍 India