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- Issuance of sanction letter as per the terms and conditions of Sanction.
- Issuance of security documents as per the terms of sanction.
- Verification of Constitutional documents (MOA, Partnership Deed, etc.), Authorizations (BR, Partnership, Letters, etc.) for availing facilities, creating security, execution of documents and scrutiny of executed documents to ensure proper execution.
- Capability to check the original property documents submitted by the mortgagor at the time of mortgage creation in terms of Mortgage Deed / TSR.
- Ensuring registration of security charges in favour of the bank wherever applicable. Also removal of non-required charges if any.
- Ensuring proper execution of documents / compliance with the terms and conditions of sanction and receipt of approvals for deferrals in case of non-submission / discrepant documents.
- Handling Limit Loading in Banks systems.
- Updation and Management of Security/Collateral.
- Creation of security as approved and getting the security perfected in coordination with client / other banks.
- Visiting clients office for execution of documents wrt Credit facilities sanctioned. Attending consortium meetings for document execution.
- Discussing with clients on negotiation in documents and seeking approval thereof.
- Meeting clients on regular intervals to understand their service issues with the bank and getting them resolved with coordination with internal stakeholders.
- Ensuring proper care and safety of documents held in FRFC and complying with the laid down process / procedure for storage of documents.
- Tracking of documents for receipt deferral expiry etc. through systems.
- Ensuring that deferrals are closed within timelines by arranging necessary documents/ approvals. Tracking deferrals for regularization with escalation to the concerned RM/Business under advice to Credit Approvers and monitoring expiry of documents.
- Relevant experience in handling legal documents / service relationship.
- CA/MBA with 5-7 years of experience.
- Ability to Influence/relationship Management Skills.
- Analytical and financial skills.
- Strong communication.
- Eye For detail.
Service Excellence Specialist-WBG HO - Indore, India - Kotak Mahindra Bank Limited

Description
Job Description
KMBL - Wholesale Banking - Service Excellence Specialist (SES)
Grade: M3/M4 | Locations:
Job Role:
The role involves handling a specified portfolio by providing services related to Legal Documentation and Credit Admin activities in CIIB. This includes working closely with the Cluster Manager to support delivery of all actionables.
Responsibilities:
Key Skills:
Requirements:
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