RM|EEG
- Category: Bank Jobs
- Location: Karnal, Haryana
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 15K to 32K
- Published on: 2025/09/20
1. List down the renewals every month for the next two months
2. Work on the renewals in advance
3. Mail to the respective customers on docs required for renewal
4. Follow up weekly twice for docs
5. Arrange for collection of documents
6. Check the documents for completeness
7. Study the financials/bank statements/churn/interest servicing/aberrations from the stated nos
8. Speak to the customer for addressing issues/aberrations
+. SPE
10. Hand over to ops for scanning
11. follow post login formalities
12. For renewals overdue and having genuine delay put up for extensions
E. CAM conditions review/OBA review:
1. Churn review for OBA once a month
2. Conditions review once a month
3. If OBA waiver required/check for justification/check for churn/put up to the authority
4. If not inform the customer on closure of OBA/levy of 2% penalty
5. Same for CAM conditions
F. Call Memos:
1. List down the call memos due for the quarter
2. Review of ASR/ACR/cam conditions/deferrals for the customers
3. Meet the customer and understand the business/issues if any
4. Upload the call memos in shock and awe for endorsement/noting
G. Portfolio Management and Housekeeping (HK):
1. Reduce HK.
2. Closure of critical and high aging items
H. Stock insurance/property insurance:
1. Communicate the premium to the customer after listing down the pendency
2. Collect docs if required
3. Submission to OPS
I. Delinquency management:
1. Depending upon severity of each case - Customer Call for servicing Interest.
2. Email communication to Branch & customer
3. Personal Visit to Customer / Joint Visit with Credit Manager;
4. Rigorous follow-up
J. Complaints : CRM / MD / PNO / CRO:
1. Analyze complaint
2. Seek resolution post discussing with Customer
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