Manjunath Gowda Email & Phone Number

Mumbai, Maharashtra, India

• Handling total Credit and income span of 20+ members, across Mumbai, and GIFT
• Managing the end-to-end probate process, ensuring compliance with internal policies and legal requirements. This involves reviewing and approving probate applications, documentation, and requests, and coordinating with.
• Facilitate training and development programs for team members, ensuring they have the necessary knowledge and skills to effectively perform… Show more
• Facilitate training and development programs for team members, ensuring they have the necessary knowledge and skills to effectively perform their jobs. You will also conduct regular performance reviews, set performance.
• Liaise with internal stakeholders, such as legal, compliance, and customer service teams, to ensure smooth collaboration and coordination, and also build and maintain relationships with external parties, such as law.
• Overseeing the quality and accuracy of probate documentation, ensuring all necessary information is collected, analyzed, and processed correctly. This includes reviewing legal documents, verifying beneficiary.

Mumbai, Maharashtra, India

• Handling total Credit and income span of 20+ members, across Bangalore, Mumbai, and Chennai
• Handle all day-to-day activities and assist the team in meeting the goal Auditing files before submitting them to clients, as well as training new employees
• Direct interaction with the client for all the team escalation
• Developing training plans to improve the overall production and quality of the work
• Supporting manager where associates facing any challenges while working from… Show more
• Supporting manager where associates facing any challenges while working from home

Mumbai, Maharashtra, India

• Handled total span of 12 members team across Mumbai and Hyderabad
• Act as team lead For Lock desk, handle all day-to-day activities support team to achieve the target, along with that training new joiners
• Preparing Monthly & Quarterly Review Deck for client. Handle the training batch and monitor their performances during training period and on the floor
• Handling all Client and Internal audits (RCSA)
• Direct interaction with the client for all the team escalation… Show more
• Direct interaction with the client for all the team escalation. Discussing the process updates with clients and arranging training sessions for team members regarding those updates

Thane, Maharashtra, India

• Underwriting: Initially got underwriting training for 2 months & one months on job training.
• Prefunding Process: Need to check the documents & Index as per Checklist and analyzing whether it is Relevant as per reviewing of documents need to complete the checklist including Income, Assets & Appraisal Review.
• Shadow Processing: Reviews residential loan application files to verify that application data is complete and meets establishment standards, including type and amount of… Show more
• Shadow Processing: Reviews residential loan application files to verify that application data is complete and meets establishment standards, including type and amount of mortgage, borrower assets, liabilities, and.
• Compiling and review daily, weekly, and monthly performance of associates Show less

Mumbai, Maharashtra, India

• Working on the client’s investment requirements regarding different requests like investing in mutual funds or withdrawing their money from their investments.
• Switching and transfers of Mutual funds from one management company to another management company.
• Handling of cash transfers and re-registration of funds with regards to fund managers.
• Handling quality checks and investigating breaches and finding the reasons for breach.