Job Description

Job Responsibilities Asset Finance Assistant


Assisting with payout or other client queries


Requesting financials etc from accountant


Requesting invoices from equipment dealers


Assisting private vendors with invoices (Using private sale template)


Completing all private vendor requirements (PPSR, Deeds of Releases etc).


Supporting Brokers of the firm


Setting up New Customers on CRM


Applications lodgement into lenders' websites/systems


Completing AML requirements for various lenders


Loan Document Preparation and email clients & broker (cc broker in)


Preparing for settlements.


Liasing with brokers, clients, and update on settlement.


Attending to Lender Pre Settlement conditions.


Upon settlement, notify broker, client (depending) and other stakeholders.


Supplier accreditation.
After Sales Service


Adhere to record management policy post settlement and emailing copies, amortisation schedules etc to clients and accountants.


Updating CRM with Settlements.


Adhere to record management policy for finalised/paid out deals.


Prepare & Finalise Brokerage invoices: (Brokerage Sheets)


Supplier accreditations


Keeping files/records up to date.


Follow up on Ballons.

Job Type: Full-time

Pay: ₹30,000.00 - ₹40,000.00 per month

Benefits:

• Provident Fund

Schedule:

• Day shift
• Fixed shift
• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Technical support: 1 year (Preferred)
• Customer service: 1 year (Preferred)

Language:

• English (Preferred)

Work Location: In person

Speak with the employer
+91 9056367073