Job Context
- Operations division is responsible for controlling and managing all operational activities. The key activities include activation and managing all loan accounts, disbursement & repayment activities, reconciliation and submission of MIS to various stakeholders
- The Team Maker is responsible for executing activities related to repayments, renewals, extensions and reconciliation for retail customers in the system, capturing rate of interest on an ongoing basis and generating required MIS at predefined intervals

Key Challenges
- Ensuring accurate & timely transaction processing at all times
- Piece meal submission of documents causes delay in processing
- Maintaining data accuracy for system entries
- Ensuring timely actionable from the servicing perspective

Enabling Skill Sets & Qualifications
The skills required for this role are compliance mind-set, detail & process orientation,
customer centricity and knowledge of corporate finance products
Education and experience required for this role is graduate or post graduate with minimum 0-6 years of experience in operations.




Accountability
Supporting Actions
4) Principal Accountabilities
Disbursement ,Repayment & Servicing Activities
- Timely Disbursement basis the approved Disbursement memo including checking the details in comparison with the Sanction terms & conditions
- Repayment application by checking the collection bank statements and payment postings across corporate secured & retail verticals.
- Products in the secured verticals include:
- Wholesale / Large corporates : Term Loans, WCDL, LOC, DLOC, LAP, LRD, Investment Product - NCD's etc
- Timely execution of all Part Prepayments with correct effect in system as per the request received.
- Timely upload of revised repayment structures for exceptional cases posts re-schedulement in system.
- Passing on timely impact of ROI Change, Tenure Change, EMI change, Due Date Change as per the request received.
- FC letter Issuance within defined TAT.
- Trac

📌 Team Member (Anand Nagar)
🏢 Financial services
📍 Anand Nagar