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Associate

Associate

ConfidentialIndore
4 days ago
Job description

Roles and Responsibilities

Data Management

  • Maintain accurate records and databases of corporate clients across PAN India.
  • Track repayments, fees, disbursement status, and sanction terms .

Financial Details

  • Manage put-call / interest reset details and perform book comparisons for data consistency.

    • Reporting

  • Collaborate with regional teams to prepare monthly pipeline reports .
  • Track pipeline progress daily and resolve TDS-related queries .

    • Post-Disbursement Activities

  • Assist in collections, deferral management , and post-disbursement documentation (PDD).

    • Query Resolution

  • Address Statement of Accounts (SOA) queries and coordinate with operations to resolve issues related to overdue charges, ARN, and security perfection.

    • Deferral MIS

  • Collect deferral MIS from the CAD team and coordinate with regions for closure.
  • Collections Monitoring
  • Track collections for all corporate cases and inform RMs about overdue accounts daily.
  • Prepare visit reports, opportunity reports, lead reports, region-wise data , and create PPT presentations for MD reviews.

    • Skills Required

    Data Management, Reporting, Query Resolution

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