Processing of Renewal of Loan Against Property (LAP), Loan Against Securities (LAS)Invocation, Sell and Transfer of Equity Shares, Mutual Funds and BondsDepledging of Equity Shares and Mutual Funds in LASEC SystemLinking and Delinking of Life Insurance Policies (LIP) in LASEC PortalChange Rate of Interest in FinnOne and FinacleRemoval of lien marked in FinacleProcessing of Account Level Modification request in Loan Accounts which includes change inMode of Operation, Relationship Type, Addition/Deletion of Joint Holder, Activation of accountfrom Dormant or Inactive status, Enabling of Interest flag etc.Processing of Loan Closure request i.e., Personal Loans, Auto Loans, Home Loans, Business Loanetc.Part Payment of Loan Accounts in Finacle and FinnOne systemWaiver/Reversal of Interest and Insurance amount in Account in Finacle and FinnOne systemWaiver/Reversal of Cheque Bounce Charges in Account in Finacle and FinnOne systemWaiver/Reversal of Penal Charges in Account in Finacle and FinnOne systemProviding guidance to PAN India RAC/Loan Centre regarding issue related to OD LAS/LAP Accounts

• Handling customer INR withdrawal & Deposit request done through payment mode IMPS, NEFT, RTGS.• Handling Internal Reconciliation Audit of monthly transactions in Deposits, coordinating with vendor regarding the same, finding the process gaps, setting up the policy, coordinating with various stake holders.• Coordinating with PG partners regarding customers delayed payment regarding withdrawals.• Handling internal team queries regarding withdrawals.• Communicating with customer through Comms, if delay in payments.• Handing & resolving customer queries related to Withdrawals & Deposits.• Resolving customer request within the TAT.• Maintaining accuracy in processing request with NO errors.• Reconciliation of data for which transaction are done by users, but amount has not credited in there wallet.• Provide accurate, valid and complete information by using the right methods/tools. Assisting RM and support team in their day to day operations.• Follow the defined processes and help create new ,to enable timely deposits and withdrawals• Providing training to the new joiners.• Application used ZENDESK, MOENGAGE, JIRA, RECKO

Job Profile :• Handling customer INR withdrawal & Deposit request done through payment mode IMPS, NEFT, RTGS.• Handling Internal Reconciliation Audit of monthly transactions in Deposits, coordinating with vendor regarding the same, finding the process gaps, setting up the policy, coordinating with various stake holders.• Coordinating with PG partners regarding customers delayed payment regarding withdrawals.• Handling internal team queries regarding withdrawals.• Communicating with customer through Comms, if delay in payments.• Handing & resolving customer queries related to Withdrawals & Deposits.• Resolving customer request within the TAT.• Maintaining accuracy in processing request with NO errors.• Reconciliation of data for which transaction are done by users, but amount has not credited in there wallet.• Provide accurate, valid and complete information by using the right methods/tools. Assisting RM and support team in their day to day operations.• Follow the defined processes and help create new ,to enable timely deposits and withdrawals• Providing training to the new joiners.

• Handing Working Capital Business Loan Pre & Post Disbursement activity of BBG & EEG product.• Checking of physical EEG/BBG/mortgage segment (Fund based & Non fund based products) files logged in for disbursement• Checking of CAM & Loan Facility mentioned in the CAM.• Scrutiny of the customer document according to the CAM conditions, facility & Security as per product & policy of the bank.• If any discrepancy, providing query to RM & co-coordinating with RM for fulfillment of documents.• Liaising with credit and legal for any disconnect regarding the CAM condition or any legal document related query and get the noting before disbursement.• Responsible for mortgage creation, ROC filing & SRO registration.• Tracking of Franking and ESBTR for various legal documents executed before dispatching of file• Tracking of Deferrals & Ensuring the closure of Deferrals within the Timeline.• Creating a charge in system for any kind of security kept by customer.• Setting up the Loan limit in the system as per CAM, if the documents are fulfilling the CAM conditions.• Creating of Loan document for BBG product.• A/c opening of LOAN A/C for BBG & EEG product.• Maintain Daily MIS and keeping a track on all of the above and successfully process with in TAT

Account Maintenance Process (CASA):• Handling a shorter team size, Quality checks of Team members, Getting assigned cases resolved by team member within TAT, Handling Queries of the Team & Team Monitoring• Handling all Account Maintenance activities post account opening of CASA • Handling KYC & ReKYC process of both retail & corporate customer.• Handling Cheque book issuance process according to customer request & also coordinating with dispatch team. • Handling Customer queries regarding Cheque book Issuance.• Coordinating with vendor for the assigned cases & getting them resolved.• Scrutiny of the Account Closure/ Account Transfer request for Saving Account/ Current Account with complied document as per guideline. • Managing UAT for new processes. • Priority Desk for upgrading or downgrading the Account Scheme Code along with request from Relationship Managers & coordinating with Product Team for the approvals. • Ensuring error free processing marker/checker role, Taking initiatives for process improvement and imparting end to end training to colleagues. • Re-KYC Form validation for Savings Account/Current Account for KYC updating mandate by RBI. • Coordination with branches on daily basics for resolving escalation, Information related to revised circulars and communicates know-how about process. • Coordinating with IT Team and other Department for system/application related glitch to resolve the issue to avoid customer’s escalation.Salary Upload Process:• Handling the corporate Salary processing request from branch and direct from Corporate through mail, including it day end funds reversal activities.• Ensuring Accurate Salary processing with NO ERRORS.• Handling branches & corporate queries related salary processing.• Imparting end to end training to new joiners.• Salary label creation and salary processing in the finacle for salary request received from branches and corporate client.Fastag Process:

Account Maintenance Process (CASA): • Handling a shorter team size, Quality checks of Team members, Getting assigned cases resolved by team member within TAT, Handling Queries of the Team & Team Monitoring• Handling all Account Maintenance activities post account opening of CASA• Handling KYC & ReKYC process of both retail & corporate customer.• Handling Cheque book issuance process according to customer request & also coordinating with dispatch team.​• Handling Customer queries regarding Cheque book Issuance.• Coordinating with vendor for the assigned cases & getting them resolved.• Scrutiny of the Account Closure/ Account Transfer request for Saving Account/ Current Account with complied document as per guideline.• Managing UAT for new processes.• Priority Desk for upgrading or downgrading the Account Scheme Code along with request from Relationship Managers & coordinating with Product Team for the approvals.• Ensuring error free processing marker/checker role, Taking initiatives for process improvement and imparting end to end training to colleagues.• Re-KYC Form validation for Savings Account/Current Account for KYC updating mandate by RBI.• Coordination with branches on daily basics for resolving escalation, Information related to revised circulars and communicates know-how about process.• Coordinating with IT Team and other Department for system/application related glitch to resolve the issue to avoid customer’s escalation. ➢ Carried out EOD(End of the day activities) for the department -• Have undertaken EOD activities of the department.• Made sure that all the pending activities indicated by the Pre-End of Day processes were completed, so that the End of Day processes could be executed.