HETAL V CHOTTAI

• Managing an asset portfolio with clients from diverse industries like manufacturing, Chemicals, etc and recommending financial/trade products based on the business requirements.
• Interacted with potential customers, determined viability by conducting preliminary analysis of their financials and credit requirements.
• Handled end-to-end facility documentation (onshore/Offshore locations) as required.
• Execution of deals involving legal (both internal/ external counsels) and coordinating with client on the sanction documentation.
• Coordinating with other support teams for Sanction/ post renewal documentation and deal disbursement processes.
• Ensuring prompt action on completion of CDDs, Portfolio monitoring, mortgage creation etc.
• Aid RM in building up the CASA pipeline of potential clients.

Supported onboarding of liability/government banking clients and internal

coordination for business growth.

• Handled documentation, fund monitoring, MIS reporting, and vendor

management.

• Assisted in deal execution and tracked client portfolio performance.

Liaised with internal teams and clients to gather requirements for CMS and

online banking platforms.

• Led a team of testers for UAT, prepared BRDs, and ensured timely project

delivery.

• Recognized for key contribution to CMS launch.

• Reviewed back-office requests, handled escalations, and led cross-training projects.

Managed retail asset documentation and trained new team members

• Conducted audits, reviewed case quality, and implemented process improvements.
• Prepared the performance reports for the team to enable line managers to share relevant feedback.

• Delivered exceptional customer service by understanding client needs, providing tailored solutions.
• Handled escalations for unsolved grievances for Nodal desk.