Job Description
Job Description
Job Role:
3
Portfolio
Handling of specified portfolio related to Legal Documentation activities
4
Sanction Letter
Issuance of sanction letter as per the terms and conditions of approved Term Sheet
5
Security documentation
Issuance of security documents as per the terms of sanction
6
Verification
Verification of Constitutional documents (MOA, Partnership Deed, etc.), Authorisations (BR, Partnership Letters, etc.) for availing facilities, creating security, execution of documents
7
ROC related compliances
Ensuring registration of security charges in favour of the bank wherever applicable.
8
Disbursement
Ensuring proper execution of documents / compliance with the terms and conditions of sanction and receipt of approvals for deferrals in case of non-submission / discrepant documents prior to loading of limits and taking care of loans disbursement.
+
Security Creation / Perfection
Creation of security as approved and getting the security perfected in coordination with client / other banks.
10
Client Visits
Visiting clients' office for execution of documents wrt disbursement and attending consortium meetings for document execution. Also meeting the clients to understand their concerns and issues and arranging resolution for them.
11
Closure of deferrals
Ensuring that deferrals are closed within timelines by arranging necessary documents/ approvals for self as well as for the team.
12
Liaison
With Relationship Team, Legal, Credit, CPC, Service Providers etc for timely and quality deliverables by resolution of issues/ answering queries
13
MIS
Maintaining necessary MIS for reporting purposes.
Job Requirements:
• Graduate with 5-7 years of experience in KYC, Documentation, and Operations etc. A professional management qualification will be an advantage
• Ability to work with diverse set of people and build working relationships
• Good Communication skills with penchant to learn and give inputs on routine work
• Eye for detail is a must
Job Role:
3
Portfolio
Handling of specified portfolio related to Legal Documentation activities
4
Sanction Letter
Issuance of sanction letter as per the terms and conditions of approved Term Sheet
5
Security documentation
Issuance of security documents as per the terms of sanction
6
Verification
Verification of Constitutional documents (MOA, Partnership Deed, etc.), Authorisations (BR, Partnership Letters, etc.) for availing facilities, creating security, execution of documents
7
ROC related compliances
Ensuring registration of security charges in favour of the bank wherever applicable.
8
Disbursement
Ensuring proper execution of documents / compliance with the terms and conditions of sanction and receipt of approvals for deferrals in case of non-submission / discrepant documents prior to loading of limits and taking care of loans disbursement.
+
Security Creation / Perfection
Creation of security as approved and getting the security perfected in coordination with client / other banks.
10
Client Visits
Visiting clients' office for execution of documents wrt disbursement and attending consortium meetings for document execution. Also meeting the clients to understand their concerns and issues and arranging resolution for them.
11
Closure of deferrals
Ensuring that deferrals are closed within timelines by arranging necessary documents/ approvals for self as well as for the team.
12
Liaison
With Relationship Team, Legal, Credit, CPC, Service Providers etc for timely and quality deliverables by resolution of issues/ answering queries
13
MIS
Maintaining necessary MIS for reporting purposes.
Job Requirements:
• Graduate with 5-7 years of experience in KYC, Documentation, and Operations etc. A professional management qualification will be an advantage
• Ability to work with diverse set of people and build working relationships
• Good Communication skills with penchant to learn and give inputs on routine work
• Eye for detail is a must
💡 Quick Summary
Seeking a career-building opportunity? The Associate Service Manager|WBG HO position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.