Back Office Executive-commercial Vehicle

3 weeks ago


Agra Uttar Pradesh, India Kotak Mahindra Full time

**Coordination with Business Credit and Ops Team encompassing
- Disbursement File Checking and Preparation
- Preparing the Cash Flow in the system
- Checking of Statutory, KYC, Credit Approval Conditions and other related activities like initiating mails for CPID creation, DSA and Dealer Empanelment, Udyam Upload in KRAMAN,
- Query initiation to RM and helping RM to resolve the same
- Seeking Sign offs from Credit and Business
- File completion and handover of the same to ops
- Providing resolution to queries raised by ops
- Ensure disbursement of the file with 90% First Pass Through of the file
- Coordinating with RMs for collection of Post Disbursal Documents, Deferral Documents and ROC filings
- Ensuring that the above PDDs gets updated in system and then open items being closed by ops
- MIS preparation and maintenance for files logged in with ops, responding to audit queries seeking documents, processing of payouts for DSAs and Referrals

Stationery Management



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