Generalist, Business Support Unit, SME Banking
Published date: 2024/01/10
- Location: Ahmedabad, Gujarat, India
Business Function
As an Asia banking specialist with a strong SME banking franchise, our Institutional Banking Group - Enterprise Banking (EB) is committed to supporting SMEs in their growth domestically and in their regional expansion. Backed by a team of product specialists, we are well-positioned to deliver a whole suite of enterprising solutions to support local enterprises at each stage of their business life cycle. Our financial products and services range from cash management services to loan facilities, trade financing, business risk protection instruments and capital market instruments.
Job Purpose
The position is there to provide documentation and credit related services to Business and Credit Control Unit to process disbursement of loan applications as well as support in post-disbursement activities.
Key Accountabilities
Fulfil all responsibilities in relation to:
1. Preparation of Offer letter, Facility documents and security documents (non-mortgage)
2. Pre-luminary Checking up of filled documents (Facility and security documents)
3. Initiating and follow up with Legal and Valuation agencies for timely submission of reports.
4. Perform miscellaneous activities related to disbursement depending on the product
5. To liaise with RMs and customers for various post-disbursement documents/exception tracking.
6. To process and input data for vendor bills
Job Duties & responsibilities
1. Prepare letters of offer (LO) and Facility documents for IBG 3&4 customers in accordance to approved credit and business terms based on the Master LO template which standard clauses have been determined by Group Legal and Product Owners.
2. Checker for LO and facility documents
3. Prepare and update template for in-house security documents (, Cash margin, Mortgage, etc..) in accordance with approved credit memo and liaise with CCU for completing the process
4. To support unit head in Empanelment of agencies / Valuers / Lawyer, etc. in terms of documentation and help in vendor payments
5. Liaising with external agencies / vendors and ensuring timely Vendor payments.
6. Fill up of the requisite fee form for correct mapping of fees to the customer and department.
7. Follow up with RM/Customer on closure of various exception items (Insurance, Internal covenants, any other items)
8. Follow up with CCU on timely closure of exceptions upon submission
9. Assist RM to follow-up with customers / insurance agents for renewed policies & process insurance claims.
10. Timely initation of desktop valuation/Collateral Audit/Plant visit on annual basis
As an Asia banking specialist with a strong SME banking franchise, our Institutional Banking Group - Enterprise Banking (EB) is committed to supporting SMEs in their growth domestically and in their regional expansion. Backed by a team of product specialists, we are well-positioned to deliver a whole suite of enterprising solutions to support local enterprises at each stage of their business life cycle. Our financial products and services range from cash management services to loan facilities, trade financing, business risk protection instruments and capital market instruments.
Job Purpose
The position is there to provide documentation and credit related services to Business and Credit Control Unit to process disbursement of loan applications as well as support in post-disbursement activities.
Key Accountabilities
Fulfil all responsibilities in relation to:
1. Preparation of Offer letter, Facility documents and security documents (non-mortgage)
2. Pre-luminary Checking up of filled documents (Facility and security documents)
3. Initiating and follow up with Legal and Valuation agencies for timely submission of reports.
4. Perform miscellaneous activities related to disbursement depending on the product
5. To liaise with RMs and customers for various post-disbursement documents/exception tracking.
6. To process and input data for vendor bills
Job Duties & responsibilities
1. Prepare letters of offer (LO) and Facility documents for IBG 3&4 customers in accordance to approved credit and business terms based on the Master LO template which standard clauses have been determined by Group Legal and Product Owners.
2. Checker for LO and facility documents
3. Prepare and update template for in-house security documents (, Cash margin, Mortgage, etc..) in accordance with approved credit memo and liaise with CCU for completing the process
4. To support unit head in Empanelment of agencies / Valuers / Lawyer, etc. in terms of documentation and help in vendor payments
5. Liaising with external agencies / vendors and ensuring timely Vendor payments.
6. Fill up of the requisite fee form for correct mapping of fees to the customer and department.
7. Follow up with RM/Customer on closure of various exception items (Insurance, Internal covenants, any other items)
8. Follow up with CCU on timely closure of exceptions upon submission
9. Assist RM to follow-up with customers / insurance agents for renewed policies & process insurance claims.
10. Timely initation of desktop valuation/Collateral Audit/Plant visit on annual basis
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