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Operations Team Member-WBG Operations -Trade Finance Operations

Operations Team Member-WBG Operations -Trade Finance Operations

Kotak Life Insurance

1 - 5 years

3 - 4 Lacs

Chennai

Posted:1 day ago| Platform:

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Skills Required

mis production documentation banking operations retail sales accounting sales and operations planning sales disbursement manpower handling wholesale ops commercial operations treasury manufacturing production planning finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

About The Role Job Role

Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter Term Sheet issued by the business credit team.

Updating of PSL for CCOD product basis the PSL template received from business along with TS SL.

Insurance Policy Maintenance (basis terms of Sanction) - information to centralized insurance policy maintenance desk.

Preparation and releasing the Disbursement Advice to Loan Maintenance Team for disbursement of loans in LPS. Limit loading Instructions (LLI) to Treasury team for treasury products & CMS team for CMS products.

Insertions (documents received post disbursement).

Deferral Closures (post receipt of requisite document from Business Unit against deferral obtained).

Tracking of post disbursement conditions related to Wholesale & Commercial operations in DRS as "pre-approved".

Handover of Files (All documents except Title Deeds) & Dockets (Title Deeds Property wise i.e. for every property mortgaged separate docket is a must) including insertions to DMT for further action & receipt of acknowledgement in ET Register (in case of non-ET transactions, if any).

Liaison with Auditors & Ensure no audit queries. MIS (Daily Reporting, Pending Status, Insertions). Qualifications Post Graduate or MBA Finance Personality Traits

Ability to perform under pressure and stringent time lines.

Adaptable and open to get acquainted with changing business and operational environment.

Ability to build & develop the team while being part of it.

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Operations Team Member-WBG Operations -Trade Finance Operations