ZAMEER AHMAD

• Job Responsibilities in Yes Bank Limited

·Checked documents for NTB (New to Bank), enhancement, and renewal of FD-backed and mortgage-equitable loans.

• Verified documents for NTB, enhancement, and renewal under Channel Finance.
• Prepared Disbursement Notices with accuracy and compliance.
• Managed valuation reports and Title Search Reports (TSR) for property-related loans.
• Handled loan extensions and renewals to ensure smooth processing.
• Removed and tracked exceptions as per CAM (Credit Approval Memo) conditions.
• Initiated CERSAI processes for charge creation and satisfaction.
• Maintained and organized property and loan document records for compliance and audits

• Updated customer contact details (phone, email, address) to ensure smooth communication.
• Handled MSME rights and RNB rights updation for business accounts.
• Created and managed Customer IDs to streamline account operations.
• Processed BO updates and managed account closures.
• Managed different account types including Proprietorship, Partnership, LLP, Pvt Ltd, and Public Ltd accounts.
• Verified REKYC documents to maintain compliance with regulatory standards.

• Disbursed agriculture and mortgage loan limits, ensuring timely fund transfers to customer accounts.
• Created purchase orders based on customer requirements.
• Marked lien in customer FDs for security purposes.
• Rectified ROI (Rate of Interest) and SI (Standing Instructions) exceptions to maintain accuracy.
• Posted manual vouchers in FC for recovery of pro-rata AMC charges.
• Maintained standing instructions (SI) in customer accounts for smooth operations.