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1.0 - 5.0 years
3 - 5 Lacs
Surat
Work from Office
File Login & Documentation Handling Receive and verify customer documents from Sales/Relationship Managers. Ensure completeness and correctness of KYC, income proof, bank statements, and application forms. Log in files in the system (LMS or CRM) accurately. Generate file numbers, upload scanned documents, and maintain physical document records. 2. Coordination with Credit Team Forward logged-in files for credit underwriting. Resolve queries raised by the credit team (missing documents, inconsistencies). Schedule and coordinate Personal Discussions (PD) if required. 3. Disbursement Support Follow up for sanction letters, documentation completion, and customer signatures. Liaise with operation...
Posted 3 months ago
1.0 - 5.0 years
3 - 5 Lacs
Surat
Work from Office
File Login & Documentation Handling Receive and verify customer documents from Sales/Relationship Managers. Ensure completeness and correctness of KYC, income proof, bank statements, and application forms. Log in files in the system (LMS or CRM) accurately. Generate file numbers, upload scanned documents, and maintain physical document records. 2. Coordination with Credit Team Forward logged-in files for credit underwriting. Resolve queries raised by the credit team (missing documents, inconsistencies). Schedule and coordinate Personal Discussions (PD) if required. 3. Disbursement Support Follow up for sanction letters, documentation completion, and customer signatures. Liaise with operation...
Posted 3 months ago
 
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