3402 Disbursement Jobs - Page 11

1. Sourcing of business a. Identification of customers through dealership networks b. Filling up of the application form c. KYC verification d. Visiting potential customers in order to develop business 2. Disbursements a. Collection of KYC documents b. Loan documentation

1. Sourcing of business a. Identification of customers through dealership networks b. Filling up of the application form c. KYC verification d. Visiting potential customers in order to develop business 2. Disbursements a. Collection of KYC documents b. Loan documentation

1. Sourcing of business a. Identification of customers through dealership networks b. Filling up of the application form c. KYC verification d. Visiting potential customers in order to develop business 2. Disbursements a. Collection of KYC documents b. Loan documentation

Job Title: Branch Operations Executive Company: UGRO Capital Ltd Job Type: Full-time About UGRO Capital Ltd: UGRO Capital Ltd is a leading financial services company specializing in providing comprehensive financial solutions to MSMEs. Our mission is to support business growth through innovative and tailored financial products. Job Description: We are looking for a dynamic and detail-oriented Micro Branch Operations Executive to join our team. The successful candidate will manage the disbursal process of secured business loans, while also handling customer service and ensuring compliance with branch policies. Key Responsibilities: Disbursal Process Management: Efficiently manage the disbursa...

Job Title: Branch Operations Executive Company: UGRO Capital Ltd Job Type: Full-time About UGRO Capital Ltd: UGRO Capital Ltd is a leading financial services company specializing in providing comprehensive financial solutions to MSMEs. Our mission is to support business growth through innovative and tailored financial products. Job Description: We are looking for a dynamic and detail-oriented Micro Branch Operations Executive to join our team. The successful candidate will manage the disbursal process of secured business loans, while also handling customer service and ensuring compliance with branch policies. Key Responsibilities: Disbursal Process Management: Efficiently manage the disbursa...

What you'll do? Checking and verification of KYC documents, secondary documents, bank details & payment instruments. Thorough checking of all the files and ensuring the data is complete and relevant entriesin the systems. Processing and Disbursement of live & pending loan files ensuring compliance & accuracy. Coordination with different internal & external teams & vendors for the delivery of the tasks. Preparation of Daily / Monthly MIS reports. Creating/coordinating for systemic documentation of processes and procedures and tracking of compliance issues. Who you need to be? Graduate/Post Graduate. Certification in KYC & AML will be preferred. Minimum of 2 plus years of relevant experience i...

Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

CSB Bank Opening for Customer Relationship Officer - Bangalore Job Purpose : Organized, attentive Customer Relationship Officer to provide exceptional service to our customers by handling routine tasks, such as processing payments, accepting deposits, and handling withdrawals The Bank Teller will respond to customer requests and inquiries, Functional Responsibilities : (1) Process transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies, and answering questions (2) Informing customers about bank products and services (3) Tracking, recording, reporting, and storing information related to transactions, bank supplies, and customers, ensuring all in...

Role & responsibilities Coordinate with internal departments such as sales, Legal & Technical Serve as a point of contact for customers, addressing any queries or issues related to documentation and activations. Basic Understanding of Credit Underwriting Assist in the preparation and submission of operational reports to senior management Position is based out at Virar Preferred candidate profile Must Be Graduate Must have atleast 2-3 years of experience in NBFC Industry

Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

What you will be doing: Reviews, analyzes, and interprets correspondence related to account maintenance. Ensures loan applications comply with governmental regulations and requirements by reviewing complex legal documents and regulatory requirements (Loan Operations Analyst). Performs quality control on new and existing loans using internal reports and loan documentation to verify data input is correct and documents accurate and in regulatory compliance. (Loan Operations Analyst). Communicates professionally with clients and third parties through multiple channels (phone, email, workflow tools). Researches and resolves internal and externally submitted account questions and problems. Perform...

Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

The opportunity When you join EY, youll be at the heart of EYs critical mission to build a better working world by applying your knowledge, skills and experience in assisting clients in meeting their business aims. You will learn, grow and contribute building new relationships and discovering the satisfaction that comes through producing high-quality, valued work and advice. Your key responsibilities Sign all types of tax returns Demonstrate a high level of proficiency of tax technical knowledge Manage the engagement team - Set performance measurements and ensure that performance goals, including engagement economics, turnaround time and quality targets are met Identify and support new servi...

Role & responsibilities 1. Through knowledge of ongoing project. 2. Excellent knowledge about booking form (including terms and conditions) 3. Post booking sending welcome mail to client. 4. Follow-up for stamp duty and registration 5. Proper knowledge of Project APF file (documents required for project APF) 6. Complete knowledge of bank loan process along with documents required (salaried as well as Self-employed) 7. Knowledge of stamp duty calculation. 8. Knowledge of ready reckoner rate. 9. After receipt of bank sanction letter/ stamp duty & Registration Fees. 10. Sending draft agreement to client. 11. 10% Own contribution amount with SDR if client dont want to go with Bank loan. 12. Know...

ROLEPURPOSE & OBJECTIVE Driveacquisition of new Unsecured loans customers from open market Identifyquality leads from unsecured loans & liabilities customersthrough assessments by analyzing credit histories and performingfinancial analysis, ensuring compliance with internal andexternal regulations Monitorand manage installment payments and collections of assignedcustomers Strengthenexisting customer relationships through targeted cross-sellingUjjivans products customer profile & needs SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE 5-7Cr. Loan portfolio NA KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business/Financials Developand execute strategies to acquire new unsecured loan customers Collab...

Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balance Actively source term deposits FD and RD from Family members of GL customers Offer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customer Refer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback w...

ROLEPURPOSE & OBJECTIVE ManagingEnd to End sales life cycle of tapping prospects throughmarketing activities, understanding their requirement andrendering advice Negotiatingcommercials, timely disbursement of loan and providing other BankProducts. Implementingtactics to enhance market penetration through Bank branches,Connectors, customer referrals and marketing activities. Toset up distribution through builder Empanelment (APF), Applicableto all loan officers with 12 Months of service SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE Costof hiring and placing new Relationship Officers at Branches OperationalCost of managing the Conveyance and Claims of RelationshipOfficers Costof procurement ...

Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customers Offer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customer Refer quality leads of Secured loans to respective loan officers Share customer insightsproduct related feedback w...

Primary Responsibilities: Credit Management Policy Processes Maintains Credit policy and process adherence in the Branch Coordinate with Legal Technical Agencies Underwriting Carry out detailed business analysis and recommend a proposal to the delegated authority Visit each case within prescribed TAT Prepare CAM and Financial Analysis for the case Visit neighbours suppliers customers for the reference checks Visit property and conduct due diligence in identifying the property. Location - Ahmedabad,Akurdi,Ambarnath,Anand,Aurangabad,Vadodara,Bhavnagar,Bhiwani,Bhusawal,Borivali,Chandrapur,Chowk,Dombivli,Gandhidham,Gondiya,Himatnagar,Hyderabad,Jalgaon,Jalna,Jamnagar,Kolhapur,Latur,Mehsana,Morbi,...

GRADE - O/AM-I/AM-II DEPARTMENT - MICROBANKING REPORTS TO - Assistant Customer Relationship Manager REPORTING IN TO - NA ROLE PURPOSE & OBJECTIVE Managesbanking relationship with 650 families within the geographic areaof control by offering full range of banking services Directlyresponsible to acquire new customers for Group Lending (GL)business and servicing existing customers Upsellloans to right customers and family members based on requirementand capacity to repay Offerand onboard Savings Accounts and other deposit products tocustomer, their family members and their references Deliverprompt customer services; be accessible to customers at all timesfor GL, IL and Family Banking queries Ge...

Role & responsibilities acquire new clients by finding and developing sales opportunities, build strong relationships with customers, guide them through the home loan application process, and ensure customer satisfaction while meeting sales targets and maintaining a quality loan portfolio. Key responsibilities include managing the end-to-end sales cycle, using marketing to find prospects, advising clients on home loan solutions, and coordinating with partners like builders and real estate agents. Preferred candidate profile

Role & responsibilities acquire new clients by finding and developing sales opportunities, build strong relationships with customers, guide them through the home loan application process, and ensure customer satisfaction while meeting sales targets and maintaining a quality loan portfolio. Key responsibilities include managing the end-to-end sales cycle, using marketing to find prospects, advising clients on home loan solutions, and coordinating with partners like builders and real estate agents. Preferred candidate profile

As the Incentive Processing Manager at PhonePe, your primary responsibility will be to manage the end-to-end monthly processing of employee incentives. This will involve tasks such as data collection, calculation, and disbursement. You will collaborate with various stakeholders to collect performance data and ensure accurate incentive calculations. Your role will also entail identifying and resolving any discrepancies or issues related to incentive calculations. Moreover, you will play a crucial role in continuously evaluating and improving incentive processes to enhance efficiency and effectiveness. Key responsibilities for this role include: - Managing end-to-end monthly processing of empl...

Lead & manage daily productivity levels of 20-25 TMEs and achieve target business numbers like disbursement, PF collection, Insurance attachment, etc. Develop a short-term and long-term strategy in tandem to achieve the business targets Provide product trainings and refresher training to existing as well as new joining team members Communicate clear instructions to team members & tender active reception to team member s feedback on daily calling process, conversions, etc. Lead, motivate, and hand-hold low performing team members to scale up to meet minimum benchmark productivity levels of >50 Lacs per seat per month Data massaging and allocating data to TMEs engaged in day-to-day Business in...