Operations-loans Against Shares-operations

23 hours ago


Mumbai, India Kotak Mahindra Full time

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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