Job Details

Checklist preparation for CIBIL generation and analysis  & after that CIBIL checked  &  Dedupe and  FCU/FI initiation  to various  agencies and  connect the client for resolution of issues and sends a mail to related BDM.

Check the all details of FPO customer on the basis of received soft copy of documents and share the queries to BD manager for Documents and Financial.

Prepare and resolve  Credit queries during appraisal  of loans of FPO client. Prepare   basic CAM &  Excel  sheets (Financial Analise) as well as the word formats  to  work upon   to complete the draft CAM

Preparing the final Draft CAM of FPO Customers.

Do the PD through Video Call with Customers and record the details.

Initiate FI & FCU of eligible customers of  FPO cases and  resolve queries and coordinate for  meetings and  visits .

Generating Sherlock Report of FPO Clients.

Prepare  loan kit (Sanction letter, Loan kit, affidavits, BR, GD, PGs, SPA etc.)

Taking follow up with BD Manager for Utilisation Certificate.

Coordinating with  respective customers for documentation and  execution of documentation

Monthly  and quarterly  login & Sanction MIS of FPO Cases and   Credit MIS and database maintenance

Check all post sanction docs after the  sanctions.

Preparing Deferral MIS on the weekly basis.