Assistant Manager of Operation - Svakarma Finance PVT LTD - Area Manager for Kolhapur, Sangli, Nashik, Belgaum
(2023-07)
- To look Post sanction to Disbursement process of MSME & RTS products (MH-GJ-KA-UP region)
- Disbursement Authorization: Review and authorize disbursement requests, ensure accuracy of documents, and coordinate with stakeholders
- Collateral Tracker Updating: Maintain and update collateral tracking systems, monitor activities, and generate reports
- Tracking & Maintenance of MIS: Maintain and update MIS for FTR and NFTR metrics, welcome calling activities (North Region), Petty cash /Inventory/CS MIS/Deferral MIS/physical file dispatch status/Customer sign at branch Status and enhance the operations of these activities
- In Post Disbursement process- To look Foreclosure activity & To follow up with branch team for to close pending deferral & CS
- To Follow up for NACH /DIGIO activation with branch team for regulate repayment track
- To Monitor all branch coordinators activity of allocated branches (MH-GJ-KA)region management
- To Achieve Service related TAT & specific deliverables like FTR & TAT
- To Ensuring Compliance & integrity within the area/Region (MH_GJ_KA_UP)
- To Look kotak & care health Insurance Death Claim process
- To support all new initiatives & functional projects of the function
- Handling branches audit activity with internal audit team
- To Support to branch sales team to achieve sales target
- To Arrange interview & take 1st level interview for recruitment of new operation staff at local level
- To Arrange Training session for New Joined Branch coordinator
- To Look Empanelment of DSA & Connector creation code of PAN India
- To process payout of DSA & connector of pan India
Branch Coordinator Kolhapur branch - Svakarma Finance PVT LTD - Kolhapur
(2019-07 - 2023-07)
- To update CMS entry of Disbursed cases
- To update DMS entry of disbursed cases
- CIBIL generation & share with respective RM
- To maintain CIBIl MIS & Share with Ho team monthly
- To Maintain sanction cases MIS & share status of sanctioned files on WhatsApp group
- sanction cases Scrutiny
- To share Sanctioned letter & annexure documents print to RM
- Follow up cases of sanctioned but not Disbursed (3 days TAT) with branch team
- To process Estamping/Esigning for sanctioned cases (LI entry)
- Physical files & other deferral documents courier dispatch & send email of courier details to HO team
- To Maintain Rejection files MIS
- Rejection Files Follow-up with the branch team
- To Maintain CS MIS
- To Maintain Deferral MIS & share with Ho team monthly
- Pending Deferral follow Up with branch team
- To update unidentified & cash payment & share to repayment team
- To maintain Cash register
- To maintain Cash Receipt book allocation
- To maintain Cash receipt book Reconciliation
- To follow up with branch team for Cash receipt book handover acknowledge
- To maintain NACH /DIGIO/Act Swapping/PDC data updation
- NACH Registration ,PDC collection, Account Swapping follow-up & processing with branch Team
- To hold Nach /PDC intimation mail to repayment Team
- To share SOA /Foreclosure /Repayment schedule to RM's & customer as per request
- To send Kotak Insurance MIS to HO team
- To send FTR /NFTR data to Ho team
- To Maintain Branch Petty cash & share details to Ho team monthly
- To Process All Vendor Bills (E-bill/Courier/Valuator Bills/mobile recharge/Office rent invoice)
- Report of Overall maintenance of branch (Assets , cleanliness etc.) with admin team
- To Maintain Complaint Register
- To maintain NOC register & informed to customer & send back long time pending NOC to HO & informed on mail
- To Maintain branch & cabinet Key intimation mail
- To maintain Fixed Asset & IT Asset data
- To maintain & share Stationery register (Inventory) data
- To send mail Self Assessment completion To HO team
- Calling to customer for sanction but not login cases /Deferrals/CS
- To looking Office housekeeping & overall administration activity
- To maintain data of customer visited at branch for Agreement signing
- To maintain data of Physical file dispatch TAT
- To process death claim intimation to kotak & care health team
Customer Support Representative cum Back office executive - BASIX Ltd (Authorized Associate of RBL BANK LTD)
(2013-01 - 2019-06)
- Maintaining Different daily MIS for Individual Loan &JLG
- Maintaining Post Dated cheques Dispatch MIS
- Document verification of Saving & Loan A/C Application forms & PDD
- Creating Saving & Loan A/c's in JLG & Finacle System
- Handling PDD process & PDD MIS
- Handling Closing process of Individual loan
- Co-Ordinate With Sales Team
- Handling Ganseva & Finacle system for data entry & also BCMS system for Tab banking
- Handling Preparation of Equifax
- Keeping Insurance Record for Individual Loan
Sales Coordinator Cum Office Executive - Centurywells Roofing India Pvt Ltd, Kolhapur - Kolhapur
(2009-04 - 2013-01)
- Handled statutory records & Petty Cash preparation
- Maintained the daily MIS reports
- Collected collection & sales reports from the sales staff and presented to HO
- Receiving & Processing Orders
- Maintained Office Budget of Branch
- Deposited daily Cash collection in Company's bank Account
- Coordinated with office staff & sales people
Operation Executive - LOBO Staffing Solution Ltd (Authorized Associate Of TATA MOTORS FINANCE LTD)
(2007-04 - 2009-04)
- Handled daily Sourcing files for Four Wheeler & Commercial Vehicle Loan
- Document Verification
- Login files in SAP system
- Post-dated Cheques Dispatching To Head Office
- Solved Customer Complaints for Cheque Bouncing & Payment issues
- Coordinate with Sales peoples
- Preparation of Daily Cash Collection Vouchers
Direct Walk In Executive - PAMAC (Authorized Associate HDFC Bank Ltd, Kolhapur) - Kolhapur
(2006-05 - 2007-04)
- Handled Direct branch leads
- Maintained customer relations & Target achieving
- Filled Loan application Form's &Checking documents
- Login files & looked all disbursement process after sanctioning
- Coordinated with Credit & Operation Department
