Job Description

Branch Operations \xe2\x80\x93 UBL For a leading NBFC

From 2 to 7 year(s) of experience
9 Not Disclosed by Recruiter


Ahmedabad




or

Roles and Responsibilities Disbursement Process Management: Ensuring updation of cases in LOS, generating sanction letter and
loan documents. Stamp paper management and stock keeping. Verification of executed docs.
Supporting relationship team in branch walk-in execution of loan docs. Coordinating with HO for
disbursement.
LMS Handling: Creation of loan accounts, updation of securities (for secured loans). Ensuring LANs are
verified by HO team before EOD.
Post disbursement Document Handling: NACH/PDC/UDC submission to HO along with the excel
database loan wise. Legal doc completion and submission for lender signing- (Branch Manager
signature). Legal file Management (of loan documents) \xe2\x80\x93 Managing the vault process, vendor (Crown)
coordination. Ensuring the CS /CP (deferral if any) are tracked and reported to HO on
Weekly/Fortnightly basis.
Audit: Ensuring upkeep of loan agreements in the folders for reference. Extending internal and
statutory audit support within the scope of operations. Actively support implementation of new
processes and recommendations on Process Improvements.
Customer Service & Relationship Building Activities: Client Service request tracking (TDS
refund/penalty waiver/ foreclosures/ no dues/ cash collateral refund) received at the branch along
with TAT
Balance Confirmation (LMS generated)/ SOA sharing with branch clients
Contacting existing customers and collecting data (for Risk: portfolio analysis, Marketing: customer
success stories etc.)
Sales & Collections Support: Up-sell and cross sell of insurance and any other products/services at the
time of execution of documents (when customer visits branch for execution of documents) Branch
walk-in conversions
Secondary: Telephonic support in collections when required by the Organisation (e.g., When customers
are not responding to RMs)

Role:Branch Operations Manager Salary: Not Disclosed by Recruiter Industry:NBFC Department:BFSI, Investments & Trading Role Category:Banking Operations Employment Type:Full Time, Permanent

Key Skills
Statutory AuditCustomer ServiceBranch OperationsBranch ManagementAccountingNBFCProcess ManagementFile ManagerDisbursementAuditing
Education UG:Any Graduate

Company Profile

SKILLVENTORY
RPO Firm





Recruiter Name:Akanksha Verma Contact Company:SKILLVENTORY Telephone:+91-XXXXXXXXXX