Branch Operations
2 months ago
**Branch Operations - UBL For a leading NBFC**:
- From 2 to 7 year(s) of experience
- ₹ Not Disclosed by Recruiter
- Ahmedabador
**Roles and Responsibilities**
Disbursement Process Management: Ensuring updation of cases in LOS, generating sanction letter and
- loan documents. Stamp paper management and stock keeping. Verification of executed docs.
- Supporting relationship team in branch walk-in execution of loan docs. Coordinating with HO for
- disbursement.
- LMS Handling: Creation of loan accounts, updation of securities (for secured loans). Ensuring LANs are
- verified by HO team before EOD.
- Post disbursement Document Handling: NACH/PDC/UDC submission to HO along with the excel
- database loan wise. Legal doc completion and submission for lender signing
- (Branch Manager
- signature). Legal file Management (of loan documents) - Managing the vault process, vendor (Crown)
- coordination. Ensuring the CS /CP (deferral if any) are tracked and reported to HO on
- Weekly/Fortnightly basis.
- Audit: Ensuring upkeep of loan agreements in the folders for reference. Extending internal and
- statutory audit support within the scope of operations. Actively support implementation of new
- processes and recommendations on Process Improvements.
- Customer Service & Relationship Building Activities: Client Service request tracking (TDS
- refund/penalty waiver/ foreclosures/ no dues/ cash collateral refund) received at the branch along
- with TAT
- Balance Confirmation (LMS generated)/ SOA sharing with branch clients
- Contacting existing customers and collecting data (for Risk: portfolio analysis, Marketing: customer
- success stories etc.)
- Sales & Collections Support: Up-sell and cross sell of insurance and any other products/services at the
- time of execution of documents (when customer visits branch for execution of documents) Branch
- walk-in conversions
- Secondary: Telephonic support in collections when required by the Organisation (e.g., When customers
- are not responding to RMs)- Role:_Branch Operations Manager
- Salary:_ Not Disclosed by Recruiter
- Industry:_NBFC
- Department:_BFSI, Investments & Trading
- Role Category:_Banking Operations
- Employment Type:_Full Time, Permanent
- Key Skills- Statutory AuditCustomer ServiceBranch OperationsBranch ManagementAccountingNBFCProcess ManagementFile ManagerDisbursementAuditingEducation
- UG:_Any Graduate
**Company Profile**:
SKILLVENTORY
- RPO Firm- Recruiter Name:_Akanksha Verma
- Contact Company:_SKILLVENTORY
- Telephone:_
+91-XXXXXXXXXX
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