consultant
Tanfeeth emirates nbd
مجموع سنوات الخبرة :15 years, 2 أشهر
. Prepared, complied and sorted account opening forms for data entry.
. Verified receipt of data.
. Verified integrity of data by comparing it to source documents.
. Reviewed data for errors, missing pages, or missing information and resolved any discrepancies.
. Maintained a satisfactory level of quality and productivity as per department standards.
. Completed additional assigned tasks as required.
• Received and responded to queries/requests/complaints received from bank customers through mailbox, calls & CRM channels by applying knowledge and technical skills.
• Made outgoing calls and provided detailed view on business ONLINE channel and the products offered.
• Ensured end to end follow up on client onboarding to business online platform.
• Maintained proper reports and published in a timely manner.
• Coordinated with departments for information.
• Provided continuous support to the client services team.
- Provided continuous support to the account maintenance team
- Created Customer IDs for business online
- Provides support to the Branch Head
- Monitoring overall functioning of processes, identifying improvement areas and adequate measures to maximize customer satisfaction level
- Assisting the team in managing cash management and supervising operation activities.
- Authorizing of cheques of inward/outward clearing, transfer of cheques & NEFT/RTGS
- Processing of Demand Drafts/payorders & debit cards
- Monitoring the progress and financial status of existing loans
- Follow up on recovery of loans on a daily basis.
- Handling 2 corporate accounts where the CC limit is 30 crores each
- Analyzes the financial viability of clients who seek to acquire loans and determine if they qualify for the Bank's available lending schemes
- Conducts preliminary interviews with loan applicants
- Reviews all loan documents and agreements to make sure these are all complete, valid and in accordance with the bank' s guidelines and processes loan proposals.
Maintaining and updating records of loan applications.
• Reviewing loan requests and planning payment setups
• Keeping in touch with clients for gathering financial services documentation and other required documents.
• Monitoring the progress and financial status of existing loans.
• Screening loan requests, evaluating clients' financial information, assessing risk ratios, and presenting approved or rejected loans to management.
• Acts as the Branch Manager, in the absence of the Branch Manager.
• Works in coordination with the branch manager to improve the business of the branch.
• Analyzes the financial viability of clients who seek to acquire loans and determine if they qualify for the Bank's available lending schemes.
• Conducts preliminary interviews with loan applicants.
• Reviews all loan documents and agreements to make sure these are all complete, valid and in accordance with the bank's guidelines.
• Processing loan proposals (Retail & SME)
• Responsible for calling credit customers who were over 30 days past due to set up payment plans.
• Follow up on recovery of loans on a daily basis.
- Drafting correspondence, coordinating appointments, handling calls
- Maintaining records- letters, emails, calls, postage expenses, ensuring accountability.
- Travel arrangements for MD & CEO, Directors and Senior Executives
- Planning and arrangements for Board Meetings.
- Drafting circulars for Head Office, Branches, Central Administrative Office
- Preparing RBI Returns and submissions
- Preparing RBI Master Circulars for Board of Directors and Branches
- Organising, coordinating official functions, customer events. Follow up with clients about planned events and appointments
- Preparing the Management Information System (MIS) Report of the Bank for the Board of Directors.
- Recording and Transcribing Board minutes
- Preparing and transcribing the minutes of the AGM meeting
- Consolidating the business plan for the Board of Directors
- Compiling customer service report, BCSBI report for the Board of Directors and Reserve Bank of India.
- Preparing the Annual General Body Meeting Report(AGM)
- Confidentiality and discretion maintained with all information, decisions and activities.
- Preparing monthly remuneration fee for the Board of Directors.
- Handled inbound calls, petty cash, co-ordinating all arrangements for CAO
- Prepared consolidated statements of various sanctions done by the Committees for the Board of Directors.
- Team member on advances and preparing Sanction letters of the loans sanctioned by the Board.
- Acts as the Board Secretary when the Board Secretary is on leave.
Formed new banking relationships through opening accounts, facilitating product sales and providing the utmost in customer service.
Maintained ongoing accounts and performed daily operations
Passed successfully