Z-1009 | Senior Executive - Banking

Industry : Loan Syndication

Sub Department : Sales Support / MIS

Department : Sales & Marketing

: Malad East

: Mumbai

: India

: 3 - 5 p.a (INR Lacs)

: 2 - 4 Year

Semi Qualified CA/ MBA Finance, Graduate with 2-3 Years of experience in the field of retail loan processing.
Knowledge of Financial documents , KYC and banking transactions
Knowledge of Client documents and preparation of file as per bank requirement
Good Communication & Follow up skills & knowledge of Computer

Working on leads generated by client management team
Contacting the client and Follow up on documents required
Working on client financial data and checking eligibility as per bank norms
Coordination with client with regards to possible amount of loan and loan applicants required
Preparation of Log in file as per bank required list
Log in of File after getting confirmation from team leader with the decided financial institution
Coordinating with client for signing of Application form Completing log in formalities
Coordinating with client management team in case of delay from client /developer
Follow up with bank regarding the completion of documents , checking legal and valuations
Securing sanction and informing client and the client management team.
Completion of sanction formalities in coordination with client and client management team
Disbursement of loan amount and informing account team for further work
Updating Daily MIS on the cases in the tracking sheet
Informing client management team and team leader about cases delayed or not moving ahead
Targeting clients for Take over and BT as decided by the team leader
Gaining proper knowledge of banking products from respective team and timely updating of skills.

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