The role involves tracking and assisting Portfolio Managers with insurance policies, valuation reports, compiling MIS, and maintaining document registers.
Tracking monitoring parameters of Agri/MSME/SME/WSB portfolio, Compilation of MIS, data entry, etc.
Responsibilities- Tracking and assisting Portfolio Managers for updation of insurance policies & escalation of deficiencies. Tracking and assisting Portfolio Managers for updation of valuation reports & escalation of deficiencies.
- Compilation of all MIS for the unit. Maintenance of registers, security items, tracking document movements, document scanning activity, etc. Tracking PDDs and Disbursement documents from Branches.
- Support Portfolio Managers on tracking covenants, calling RM /Customer for curing of covenants pending.
Qualification: Graduate / Post Graduate
Experience: 1 to 2 years
CSB Bank Mumbai, Maharashtra, IND Office
CSB Bank Limited Mumbai Office, Siroya Center, 1st, 2nd and 3rd Floor, Sahar Airport Road, Andheri East, Mumbai, Maharashtra, India, 400099
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