Bank Follow-up Officer

1 day ago


Kochi Kerala, India Loanitol Full time

Key Responsibilities:
1. Review customer profiles prepared by financial analysts.

2. Coordinate with bank managers for profile sharing and follow-ups.

3. Review and analyse income documents, bank statements, and loan history.

4. Conduct visits to banks for case finalization.

5. Collect legal documents from customer and check with check points

6. Ensure technical and legal clearances from banks.

7. Coordinate with legal and technical officers to clear pending issues.

8. Collect additional document requirements from bank managers.

9. Verify legal reports from advocates.

10. Application filling and submission.

11. Follow up on loan login status with banks.

12. Conduct bank visits for case follow-ups.

13. Track sanction status and follow up with banks.

14. Conduct pending follow-ups post-sanction.

15. Reconfirm loan details with customer’s post-sanction.

16. Verify disbursement documents.

17. Collect and handover cheques to customers.

18. Inform customers about cheque details and EMI schedules.

19. Coordinate subsequent disbursements.

20. Ensure proper documentation handover to customers.

22. Follow up on balance payments from customers.

23. Maintain daily MIS with customer ( current follow up) status updates -.

24. Update pending/challenging reasons in group discussions.

25. Update customer details in the profile tracker.

26. Maintain physical customer files and documents.

Pay: ₹15,000.00 - ₹20,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Leave encashment

Schedule:

- Day shift

**Experience**:

- Bank follow-up officer: 1 year (preferred)

Work Location: In person

Application Deadline: 27/02/2025


  • Bank Follow

    3 days ago


    Kochi, Kerala, India Loanitol Full time

    Key Responsibilities: 1. Review customer profiles prepared by financial analysts. 2. Coordinate with bank managers for profile sharing and follow-ups. 3. Review and analyse income documents, bank statements, and loan history. 4. Conduct visits to banks for case finalization. 5. Collect legal documents from customer and check with check points 6. Ensure...


  • Kochi, Kerala, India ZEAK US Full time

    **Bank Follow-Up Officer** **Location**: Ernakulam, Kerala **Salary**: ₹15,000 - ₹20,000 per month **Gender**:Male**preferred **Experience**: Freshers or Experienced **Job Overview**: **Key Responsibilities**: - Maintain accurate records of **customer communications** and follow-up actions. - Assist customers with **queries and concerns**, offering...


  • Kochi, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Collections-Collections Officer-SLI (221_705_100098) **Office Location**: Kalamassery Cochin (Branch) **Position description**: Sr Collection Officer-Unsecured **Primary Responsibilities**: - Meet the Business Targets of Resolution, Rollback and Normalization Follow up for Settlement and Pre NDC...


  • Kochi, Kerala, India Max Life Insurance Full time

    KEY RESPONSIBILITIES Will be responsible for meeting sales target through Bank s FOS Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead...


  • Kochi, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Govt.& Institutional Business-Sales Officer **Position description**: Sourcing new Government Institutional Accounts and ensuring the list of all the GIB segments in the specified territory is available with him for generating and converting leads **Primary Responsibilities**: - Sourcing of GIB...


  • Kochi, Kerala, India Milestone Career Planner Full time

    **Job Title**: Telecaller - Banking Field (Work From Home) **Salary**: ₹13,000/month **Job Type**: Full-Time | Permanent **Company Overview**: We are a growing financial services company associated with top banks and NBFCs, providing easy access to loans, credit cards, and banking services. We're looking for motivated individuals to join our remote...

  • Office Coordinator

    2 weeks ago


    Kochi, India Scaling Up Work Full time

    **Responsibilities** - Follow office workflow procedures to ensure maximum efficiency - Maintain files and records with effective filing systems - Support other teams with various administrative tasks (redirecting calls, disseminating correspondence, scheduling meetings etc.) - Greet and assist visitors when they arrive at the office - Monitor office...


  • Thrissur, Kerala, India Axis Bank Full time

    About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is hence an integral part of the Bank s strategy Branches play a major role in deposit mobilization from New-To-Bank NTB customers and are also core drivers of the Bank s customer engagement strategy across products and services About the Role As a part of the...


  • Kochi, Kerala, India URBX Knowledge Park LLP Full time

    Title: Female Administrator cum Front office assistant Overview: **Responsibilities**: - Welcome visitors and manage phone calls, directing them appropriately. - Handle general administrative tasks, office supplies, and events coordination. - Manage student affairs including record-keeping, attendance, and events organization. - Oversee cash management,...

  • Hindi Sales Advisor

    3 days ago


    Kochi, Kerala, India Advenxa Pvt.Ltd Full time

    **Hindi Sales Advisor - Banking and Investments** Location**: Padivattom, Edapally** Experience**:* **Minimum 1 year of experience in banking sales / Customer support.* Language Proficiency**:Fluent in English and Malayalam; proficiency in Hindi or other languages is an advantage.** Qualifications**:* **Bachelor's degree is mandatory.* **Salary**:...