Portfolio-Handling specified portfolio of clients in Wholesale Banking
• Sanction Letter- Issuance of sanction letter as per the terms and conditions of approved Term Sheet Documentation
• Issuance of security documents as per the terms of sanction
• Interact with clients and negotiate if need be on the format of documents, refer to legal / approvers with appropriate justification on the changes suggested and
• Get the documents executed from the clients.
• Verification of Constitutional documents (MOA, Partnership Deed, etc.), Authorisations (BR, Partnership, Letters, etc.) for availing facilities, creating security, execution of documents and scrutiny of executed documents to ensure proper execution.ROC / CERSAI compliances- Arranging filing of necessary forms with ROC and CERSAI.
• 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
• Tracking deferrals and ensuring that all deferrals are closed within timelines.
• Ensuring proper care and safety of documents with the laid down process / procedure for safe keeping of documents
• Liaison with clients, Relationship team, Legal; Credit; Operations etc for timely and smooth execution of deliverables and resolution of issues
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