Team Member- Client Onboarding- Hf

7 days ago

Bengaluru Karnataka, India Kotak Mahindra Full time

Job Title:
- Coordinator- Group/ Team:
- Client Onboarding Team- Department:
- Housing Finance - Sales- Grade- E0/ D0- Location:
- Kalina, Thane, Vashi & Borivali- Travel Required:
- Yes- Salary Range:
- As per HR Policy- Position Type:
- Full Time/ Off-Role- Job DescriptionRole and Responsibilities
- Responsible for execution of below activities
- Complete custody of the mortgage file processing post sanction by credit team
- Ensure completeness of the file in line with the disbursement checklist
- Drive First Pass (FPT) at pre disbursal stage by ensuring the quality of post document submission file are adequately met.
- Ensure adherence to define process TATs
- Publish and maintain daily MIS for respective location/branch in regards to
- Status MIS with details of inward (sanctioned), Disbursal WIP and authorized cases
- Case wise TAT and FPT MIS
- MIS of OTC clearance and cheque handover status
- Ensuring timely handover of disbursement cheques post clearance of OTC Highlight issues causing delays in disbursement process due to Sales / Credit/Legal/Technical team to their respective Location Heads and Line Manager

Job Requirement
- Knowledge and Experience of Mortgage Loan Process
- Take ownership of the assigned activities
- Zeal to walk an extra mile to ensure TAT adherence and customer satisfaction
- Focused towards achievement of defined KRAs
- Good team player ensuring synergy with the co-team members Proficiency in MS Power point / Word and Excel a mustEligibility
- 2+ years of work experience
- Knowledge of Mortgage operation & documentation will be an added advantage
- Spent twelve months (applicant for same grade role)/eighteen months (applicant for next grade role) in the same division function role
- Applications can be made for roles in same level or one level above

  • Team Member

    3 days ago

    Bengaluru, Karnataka, India Kotak Mahindra Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Description Job Responsibilities:-The HF trainer will be responsible for leading Pan India training initiatives for the HF Channel Manage learning and development objectives of the HF businessesCollaborate with the internal stakeholders for a thorough Training Need Analysis (TNA) to design and curation of effective, technology-enabled learning solutions...

  • Onboarding Team Lead

    2 weeks ago

    Bengaluru, Karnataka, India sourcetrace consulting Full time ₹ 9,60,000 per year

    We need 5yrs exp candidates from IT recruitment and Onboarding exp. also--Team Leadership: ● Lead, mentor, and manage a team of recruiters responsible for sourcing freelance interview panel members based on client requirements. ● Ensure that the team achieves its sourcing and onboarding targets effectively. Panel Sourcing & Onboarding: ● Collaborate...

  • Onboarding Team Lead or Panel Onboarding Team Lead

    2 weeks ago

    Bengaluru, Karnataka, India SourceTrace Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    On boarding Team LeadTeam Leadership:Lead, mentor, and manage a team of recruiters responsible for sourcing freelance interview panel members based on client requirements. Ensure that the team achieves its sourcing and onboarding targets effectively. Panel Sourcing Onboarding: Collaborate with recruiters to source potential panel members using various tools...

  • Client Onboarding Executive

    7 days ago

    Bengaluru, Karnataka, India Clini launch Research Institute Full time

    **Job Description: Client Onboarding Executive** **Position Overview** **Key Responsibilities** **Lead Generation & Client Pitching** - Identify and qualify potential leads through research, networking, and digital outreach. - Prepare customized service proposals and pitch presentations tailored to client needs. - Conduct initial discovery calls, service...

  • Onboarding Team Lead

    3 weeks ago

    Bengaluru, India Blueberry Unicorn Services Full time

    Job Description Job Title: Onboarding Team Lead Location: Bangalore (Work from Office) Experience: 10+ years CTC: Not a constraint for the right candidate We're looking for an experienced and dynamic Onboarding Team Lead to manage and streamline the onboarding process of freelance interview panels. The ideal candidate will lead a team of recruiters, ensuring...

  • (Immediate Start) Onboarding Team Lead or Panel Onboarding Team Lead

    4 weeks ago

    Bengaluru, India SourceTrace Full time

    Job Description On boarding Team Lead Team Leadership: Lead, mentor, and manage a team of recruiters responsible for sourcing freelance interview panel members based on client requirements. Ensure that the team achieves its sourcing and onboarding targets effectively. Panel Sourcing Onboarding: Collaborate with recruiters to source potential panel members...

  • Emea Client Onboarding

    2 weeks ago

    Bengaluru, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $2.4...

  • Team Member

    4 weeks ago

    Bangalore, Karnataka, India Kotak Mahindra Bank Full time

    Job Category KMBL Degree Level Bachelor s Degree Job Responsibilities - The HF trainer will be responsible for leading Pan India training initiatives for the HF Channel Manage learning and development objectives of the HF businesses Collaborate with the internal stakeholders for a thorough Training Need Analysis TNA to design and curation of effective...

  • Client Onboarding Specialist

    3 days ago

    Bengaluru, Karnataka, India Pay3 Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Client Onboarding specialist - Pay3Job Title: Client Onboarding SpecialistLocation: Bengaluru, India Department: Customer Success & ImplementationExperience: 1–2 yearsType: Full-TimeAbout Pay3Pay3 offers a comprehensive global payments solution for the digital commerce industry, enabling seamless  purchases and payouts across 100+ countries through a...

  • Client Onboarding Specialist

    4 weeks ago

    Bengaluru, Karnataka, India, Karnataka Black Box Full time

    Purpose of Job: Responsible to bridge the gap between sales and the technical implementation and service delivery.Perform day-to-day client onboarding activities to transition clients from pre- to post-sales service delivery by implementing a technical and business solution that has been sold to the client.Administer the onboarding process to include:conduct...