Operations Team Member-WBG OPERATIONS (OPS)-Trade Finance Operations
Kotak Mahindra Bank Limited Chennai
Job Description
Job Role . Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter / Term Sheet issued by the business / credit team. . Updating of PSL for CCOD product basis the PSL template received from business along with TS / SL.. Insurance Policy Maintenance (basis terms of Sanction) - information to centralized insurance policy maintenance desk. . Preparation and releasing the Disbursement Advice to Loan Maintenance Team for disbursement of loans in LPS. Limit loading Instructions (LLI) to Treasury team for treasury products & CMS team for CMS products.
. Insertions (documents received post disbursement). . Deferral Closures (post receipt of requisite document from Business Unit against deferral obtained). . Tracking of post disbursement conditions related to Wholesale & Commercial operations in DRS as pre-approved.
. Handover of Files (All documents except Title Deeds) & Dockets (Title Deeds - Property wise i.e. for every property mortgaged separate docket is a must) including insertions to DMT for further action & receipt of acknowledgement in ET / Register (in case of non-ET transactions, if any).
. Liaison with Auditors & Ensure no audit queries. MIS (Daily Reporting, Pending Status, Insertions). Qualifications Post Graduate or MBA Finance Personality Traits . Ability to perform under pressure and stringent time lines. . Adaptable and open to get acquainted with changing business and operational environment.
. Ability to build & develop the team while being part of it.
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