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Portfolio: Handling clients in Wholesale Banking including SME as a Mortgage Desk Service RM
1. Handling TSR for new clients; TSR for new properties of existing clients; Interim TSR for existing cases;
2. Handling Valuation for new clients; Valuation for new properties of existing
3. Handling Revaluation of existing properties;
4. Ensuring vetting of TSR and Valuation reports as per extant process.
5. Ensuring vendor bill payments liaising with Payment Desk.
1. Preparing the draft mortgage documents and provide the drafts liaising with legal
2. Interact with clients and negotiate if need be on the format of documents, refer to
legal / approvers with appropriate justification on the changes suggested
3. Get the documents executed from the clients.
Verification of Constitutional documents (MOA, Partnership Deed, etc.),
Authorizations (BR, Partnership, Letters, etc.) for creating security, execution of
documents and scrutiny of executed documents to ensure proper execution.
ROC / SRO compliances Arrange filing of necessary forms with ROC and complying requirements pertaining
to registration /notification of mortgage as applicable.
Tracking of deferral Tracking deferrals and ensuring that all deferrals are closed within timelines.
Custodian Ensuring proper care and safety of documents held in FRFC and complying with the
laid down process / procedure for safe keeping of documents
Document Tracking Tracking of documents for receipt; deferral; expiry etc.
Liaison With clients, Relationship team, Legal; Credit; Technical Team, CAD; Operations etc
for timely and smooth execution of deliverables and resolution of issues
Qualification CS / LLB / M.Com / MBA
Functional skill set Excellent understanding of loan documentation, mortgage creation, title
documents, various types of property and laws, etc.
Eye for detail, ability to co-relate, approachable
|Experience||4 - 7 Years|
|Salary||8 Lac To 9 Lac P.A.|
|Industry||Financial Services / Banking, Investments / Insurance / Stock Market / Loan|
|Qualification||Other Bachelor Degree|
|Key Skills||CAD Document Wholesale Banking Excel Loan Documentation MS Office Powerpoint Loan officer|
|Address||Plot No. 6 Laxminaryana Colony, Kanjiguda,|