Team Member - Sales Support

Key Responsibilities: 

Documentation Management

• Prepare loan documents for various loan types, ensuring procedures are followed within deadlines.
• Ensure all pre and post-disbursement documentation is completed.
• Ensure all required approvals for disbursement are obtained.
• Visit client locations to complete documentation work.
• Provide clients with SOA, Debit Notes, Interest Calculations, GST Invoices, etc.
• Resolve client queries within the defined turnaround time (TAT).
• Ensure timely renewals of existing loans, obtaining approvals and completing documentation.
• Close all pending deferred documents (PDDs) on time.
• Ensure pledge/unpledge of shares is completed.
• Coordinate with clients to resolve margin shortfalls in security cover within TAT.

Loan Monitoring & Covenant Tracking

• Ensure adherence to policies and processes for loan documentation.
• Monitor loans and track compliance with covenants.
• Ensure clients receive SOA, Debit Notes, GST Invoices, and Tax Invoices.
• Ensure timely receipt of monthly/quarterly covenant data from clients.

Coordination & Client Relationship Management

• Coordinate with business, credit, operations teams, and client officials for smooth documentation to disbursement transition.
• Manage DSA payouts and empanelment processes.

Audit & Compliance

• Ensure internal and external audit compliance for loan documentation and processing.
• Ensure adherence to regulatory requirements in loan documentation and monitoring.