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Operations Team Member-wbg Operations (ops)-trade Finance Operations @ Kotak Life Insurance

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 Operations Team Member-wbg Operations (ops)-trade Finance Operations

Job Description

 About The Role  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.

    • Job Classification

    Industry: IT Services & Consulting
    Functional Area / Department: BFSI, Investments & Trading
    Role Category: Banking Operations
    Role: Asset Operations
    Employement Type: Full time

    Contact Details:

    Company: Kotak Life Insurance
    Location(s): Chennai

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    Keyskills:   documentation disbursement ops trade mis production banking operations retail sales accounting sales and operations planning sales manpower handling wholesale commercial operations treasury manufacturing production planning finance

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    Kotak Life Insurance

    Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse o...

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