The Role
Manage portfolios for Agri/MSME clients, ensuring compliance with regulations and overseeing documentation processes. Responsible for insurance scrutiny, timely audits, and maintaining MIS controls.
Summary Generated by Built In
Portfolio Manager for Agri /MSME clients
Responsibilities- Security creation for borrowable accounts as per terms of sanction.
- Registration of charges with various authorities within the timeline.
- Ensuring compliance of pre-disbursement conditions.
- Updating of tracker for all post disbursement conditions and exceptions.
- Preparation of data sheet and coordination with Loan Ops for release of facility.
- Responsible for timely resolution of queries of all stake holders.
- Recovery of processing fee/ other charges as per sanction and recovery of penal charges.
- Scrutiny of insurance policies and tracking expiry dates to ensure that all assets charged to the Bank are insured at all times.
- Adherence to TAT as per SLA for documentation and credit delivery.
- Compliance to all laws and regulations, internal risk and compliance policies.
- Attending to audits and timely closure of audit observations.
- Tracking revaluation reports as per Bank’s credit policy and arranging Legal Audit in eligible accounts. Maintenance of various MIS/ controls/ registers.
Qualifications: Graduate / Post Graduate
Experience: 3 to 7 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.
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