Associate

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.