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Manager- Customer Service/Operations
Thane, India
Job Description for Operations-Corporate:
- Deal document checking, completion and maintenance of accuracy in the customer documents and ensure accuracy of data in Odessa system
- In depth understanding of various financial products like loans, leases and other trade finance products.
- Good understanding of documentation for Letter of Credit, TT and Forex payments. Closure of BOEs with Bank on a timely basis.
- Tracking of PDDs and reporting on a fortnightly basis. Due escalations as necessary
- Scanning & maintenance of customer documents within 7 days of deal settlement. Ensure the customer communications are made per accepted timelines i.e. welcome letters etc. are sent within 7 days
- Audit responsibilities pertaining to contract files
- Charge creation with ROC for Private & Public limited companies and ensuring collection of expenses incurred from customers
- Publishing of MIS in the region
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Work closely with the risk team to ensure completeness of the transactions.
- Candidate with experience of 5 to 8 years from financial services, banking or BPO industry. Preferred from asset-based finance background
- Should be a team player
- Good communication skills. Both verbal and written.
- Education qualification: CA/ Inter CA/ ICWA/ MBA/MCOM/ BCOM/MBA
- Right attitude and willingness to learn is very important
- Position is based out of Gurgaon/Mumbai/Bangalore (flexible at this point)
- Have a digital mindset
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