Bank Follow-up Officer

Role Overview: As a Bank Follow-Up Officer, you will be responsible for reviewing customer profiles prepared by financial analysts, coordinating with bank managers for profile sharing and follow-ups, analyzing income documents, bank statements, and loan history, conducting visits to banks for case finalization, collecting legal documents from customers, ensuring technical and legal clearances from banks, coordinating with legal and technical officers to clear pending issues, verifying legal reports from advocates, and handling application filling and submission. Additionally, you will be required to follow up on loan login status with banks, track sanction status, conduct post-sanction follow-ups, reconfirm loan details with customers, verify disbursement documents, collect and handover cheques to customers, inform customers about cheque details and EMI schedules, coordinate subsequent disbursements, and ensure proper documentation handover to customers. You will also be responsible for maintaining daily MIS with customer status updates, updating pending/challenging reasons in group discussions, updating customer details in the profile tracker, maintaining physical customer files and documents, and preparing and sending office-use emails as required. Qualifications Required: - 1 year of experience as a Bank Follow-Up Officer is preferred - Ability to work in a day shift - Full-time availability for the job - In-person work location preference Please note the benefits include cell phone reimbursement and leave encashment. The application deadline for this position is 15/06/2025. Role Overview: As a Bank Follow-Up Officer, you will be responsible for reviewing customer profiles prepared by financial analysts, coordinating with bank managers for profile sharing and follow-ups, analyzing income documents, bank statements, and loan history, conducting visits to banks for case finalization, collecting legal documents from customers, ensuring technical and legal clearances from banks, coordinating with legal and technical officers to clear pending issues, verifying legal reports from advocates, and handling application filling and submission. Additionally, you will be required to follow up on loan login status with banks, track sanction status, conduct post-sanction follow-ups, reconfirm loan details with customers, verify disbursement documents, collect and handover cheques to customers, inform customers about cheque details and EMI schedules, coordinate subsequent disbursements, and ensure proper documentation handover to customers. You will also be responsible for maintaining daily MIS with customer status updates, updating pending/challenging reasons in group discussions, updating customer details in the profile tracker, maintaining physical customer files and documents, and preparing and sending office-use emails as required. Qualifications Required: - 1 year of experience as a Bank Follow-Up Officer is preferred - Ability to work in a day shift - Full-time availability for the job - In-person work location preference Please note the benefits include cell phone reimbursement and leave encashment. The application deadline for this position is 15/06/2025.