Sunny Pal

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• Handing Branch Lap and DOD Client portfolio for enhancement and Other branch related Queries
• Day to day review with Branch manager and RM's to generate leads and monthly target achivements
• Reviewed loan applications and supporting documentation to determine completeness, accuracy and compliance with company policies.
• Prepared detailed loan analysis for underwriting department including recommendations regarding approval or denial of loans.
• Tracked status of all loans in process on a daily basis to ensure prompt completion of transactions.
• Ensured all data was accurately entered into the system in a timely manner
• Presented loan and repayment schedules to customers

• Maintained updated records of transactions and adjusted portfolios accordingly.
• Reviewed existing portfolios regularly to ensure they remain aligned with clients' needs.
• Preparation of Renewal Documents of all portfolio customers.
• Arrangement of Valuation, NEC, Jamabandi for Renewal, Adhoc & Enhancement of all BBG Clients
• Collection of Documents for Renewal like, Fire & Burglary Insurance, Latest stock Statement, Net worth certificates.
• CO-Ordinating with branches for the day to day cash & non cash transition of all BBG Clients.

• Working on Full Life cycle of Banking works regarding Cheques Clearing, LC Etc.
• Bill discounting of raw material bills, customer bill discounting.
• Preparing of all banking documents like STL, Foreign bill discounting, Acceptances, Amendments, RTGS/NEFT- transfer letters.
• Stock Taking Of Various Branches
• Preparation of sales tax Reports, C-Forms Requisition & utilization