We are looking for a meticulous and proactive Operations Team Member to join our
Commercial Operations team within the Wholesale Banking Group (WBG). The ideal
candidate will be responsible for verifying legal documentation, maintaining
operational records, and ensuring compliance with internal and regulatory
standards. This role demands solid attention to detail, excellent communication
skills, and the ability to manage multiple tasks efficiently. The candidate will
be involved in end-to-end documentation verification, collateral and limit
maintenance, insurance policy coordination, and post-disbursement tracking. The
role also includes liaison with auditors, MIS reporting, and coordination with
various internal teams for seamless operational execution.

RESPONSIBILITIES

Verify executed legal documents as per the Documentation Grid and Sanction
Letter/Term Sheet. Ensure adherence to Stamp Duty norms as per the Legal Stamp
Duty Grid. Maintain limits and collateral records accurately. Perform CERSAI
maintenance including charge creation and release for various asset types.




Update PSL for CCOD products based on templates received from business.
Coordinate insurance policy maintenance as per sanction terms with the
centralized desk. Prepare and release Disbursement Advice to Loan Maintenance
Team for loan disbursements. Issue Limit Loading Instructions (LLI) to Treasury
and CMS teams for respective products. Manage insertions of documents received
post-disbursement. Close deferrals upon receipt of requisite documents from
Business Units. Track post-disbursement conditions in DRS marked as
“pre-approved”. Handover files and dockets to DMT and obtain acknowledgements.
Weekly handover of PDC/SPDCs to vendors and collect acknowledgements. Liaise
with auditors and ensure resolution of audit queries. Generate and maintain MIS
reports including daily reporting, pending status, and insertions. Confirm
release of property and verify documents before handing over to stakeholde

📌 Operations Team Member-WBG OPERATIONS (India)
🏢 Kotak
📍 India