About this role
1 Data Management:
- Maintain accurate records and databases of large corporate clients across PAN India, tracking repayments, fees, disbursement status, and sanction terms and conditions.
2 Financial Details:
- Manage put-call/interest reset details and perform book comparisons to ensure data accuracy and consistency.
3 Reporting:
- Collaborate with regional teams to prepare monthly pipeline reports, tracking the pipeline's progress on a daily basis, and resolving TDS-related queries.
4 Post-Disbursement Activities:
- Assist in post-disbursement activities, including collections, deferral management, and post-disbursement documentation (PDD).
5 Query Resolution:
- Address SOA (Statement of Accounts) related queries and coordinate with the operations department to resolve issues related to overdue charges, ARN (Acknowledgment Receipt Number), and security perfection.
6 Deferral MIS:
- Collect deferral MIS from the CAD (Credit Administration) Team and coordinate with regions for closure.
7 Collections Monitoring:
- Keep track of collections for all corporate cases and promptly inform Relationship Managers (RMs) about any overdue accounts on a daily basis.
- Prepare visit reports, opportunity reports, lead reports, and region-wise data on a weekly basis. Additionally, create PPT presentations for review with the Managing Director (MD).
Qualifications -
Minimum Degree: Graduate in any discipline.
Other facts
About Tata Capital
Tata Capital Limited is a subsidiary of Tata Sons Limited. The Company is registered with the Reserve Bank of India as a Core Investment Company and offers through itself and its subsidiaries fund and fee-based financial services to its customers, under the Tata Capital brand.
As a trusted and customer-centric, one-stop financial services provider, Tata Capital caters to the diverse needs of retail, corporate and institutional customers, across various areas of business namely the Commercial Finance, Infrastructure Finance, Cleantech Finance, Wealth Management, Consumer Loans and distribution and marketing of Tata Cards. Tata Capital has over 500+ branches spanning all critical markets in India.
What you'll do
- The Associate will maintain accurate records of corporate clients and manage financial details, ensuring data accuracy. They will also assist in post-disbursement activities and resolve queries related to accounts.
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