The Role
The role involves tracking and assisting Portfolio Managers with insurance policies, valuation reports, compiling MIS, and maintaining document registers.
Summary Generated by Built In
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
Skills Required
- Graduate / Post Graduate
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The Company
What We Do
CSB is a full service bank established in 1920 and headquartered in Thrissur, Kerala. CSB has over 703 branches covering not just the district headquarters and large towns but also semi-urban and rural centers. Thanks to its unique origin and history, CSB is considered a household banking brand in Kerala. CSB offers Retail, Wholesale and SME Banking services through its footprint of over 703 branches across the country serving over 2 million customers.
