Operations-loans Against Shares-operations
23 hours ago
Job Role:
1
Portfolio
Handling specified portfolio of clients in KMIL as a Service RM.
2
Documentation
- Issuance of security documents as per the terms of sanction
- Interact with clients and negotiate if need be on the format of documents, refer to legal / approvers with appropriate justification on the changes suggested and
- Get the documents executed from the clients.
3
Verification
Verification of Constitutional documents (MOA, Partnership Deed, etc.), Authorisations (BR, Partnership, Letters, etc.) for availing facilities, creating security, execution of documents and scrutiny of executed documents to ensure proper execution.
4
ROC / CERSAI compliances
Arranging filing of necessary forms with ROC and CERSAI.
5
Disbursement
Ensuring proper execution of documents / compliance with the terms and conditions of sanction and receipt of approvals for deferrals in case of non-submission / discrepant documents
6
Tracking of deferral
Tracking deferrals and ensuring that all deferrals are closed within timelines.
7
Custodian
Ensuring proper care and safety of documents held in FRFC and complying with the laid down process / procedure for safe keeping of documents
8
Document Tracking
Tracking of documents for receipt; deferral; expiry
9
Liaison
With clients, Relationship team, Legal; Credit; Operations etc for timely and smooth execution of deliverables and resolution of issues
10
GBO
General Banking activities include disbursement of limits, co-ordinating with Branch/client on day to day operations.
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