ADITYA KISHOR CHALKE

Profile : Process Manager- Business Banking

Department :Centralized Post Disbursement

Responsibilities:

• Working on LMS, LOS, & BI-PORTAL (PAYMENT GETWAY), (BXP – EXP) System for daily activities updating.
• Handling NACH, PDC or CMS Mandate Process for Business Loan
• To process maker activities for customer EMI payments form via (PAYMENT-PORTAL,NACH & PDC)
• EMI Banking Process & Interest adjustment in case of delay , or EMI Bounce charges Adjustment in LMS
• To Highlighting the Errors after self-verifying the payment to collection, Finance, services team or respective location head
• To Highlighting the Errors after self-verifying the C-KYC documents to services team or respective location head
• To process post disbursement process in LMS system and raised mail to respective person for NACH or Documents requirement.
• Foreclosure/Settlement request processing, in LMS System.As per request received.
• Presentation Cycle NACH or PDC report present to the respective Stakeholder.

Profile : Process Manager- BB CPU

Department : Retail Asset Business Banking

Responsibilities:

• Working in disbursement team where handling disbursement of Commercial Vehicle Loan or Home Loan
• Handling welcome kit issuance process for commercial vehicle Loan
• Working on system is CLOS , CBS - Tcs Banca , CRM ( Salesforce ) for maker activities.
• Do Maker Activities for customer request such like ( Hold Fund Marked / Release , FD Backed BG or Bank Guarantee ,etc.
• To Check as a Processor or Maker check point & Raised requirements to the respective person ( C.H. ; N.H. ; or Z.H. ) Head of Departments.

Profile : Senior Unit Support Manager ( Sr USM)

Department :GROUP Insurance Process OPS:

Responsibilities :

• Working on CRM, RPA,ORACLE(Compass), JASPER, System for Insurance process.
• To publish the CRM Report MIS Excel on daily basis after day end
• To publish the all TAT cases or OTAT cases report on weekly basis
• To Highlighting the OTAT cases after insurance process
• Triggering underwriting requirements wherever required
• Receipting the payment received for processing the policies
• Sending requirement letters to client for asking pending documents which is required to process Adding, deleting or Enhancement of the policies
• Sending refund letter asking for cancel cheque in case if the policies are not continue with us, So that we refund available balance to the client

Achievements:

• Promoted to new team as a part of support (New System launch) i.e. Gradatim team. as UAT Level Taster.

Profile : Quality Checker ( Q.C. ) in MSME Team _ (3rd party

Department: Retail Asset Business Banking (BB CPU)

Responsibilities:

• Working on CLOS,CBS- Tcs Banca , OR (CRM NEXT) System for (Q.C.),
• To publish the QC MIS Excel on daily basis after verifying the documents of all Disbursed cases,
• To Highlighting the Errors after verifying the documents & once get resolved that highlight cases will noted for as a product quality resolved report weekly or monthly.
• Post Disbursement Documents Updating of Commercial Vehicle Loan

Profile : Internship duties as mentioned

Responsibilities:

• for Branch front desk activities like customer request for cheque book request, customer fund transfer (RTGS/NEFT), internal transaction, cheque for clearance,
• Pitching Investment plans as per customer requirement. insurance, mutual funds, basics FD/RD/others
• KYC Documents Checking and resolved customers queries for opening accounts