Sales Support Manager

Birla Carbon; Mumbai; On-site; INR 350,000 - 650,000; Full time

Job summary

Aditya Birla Group in Maharashtra, Goregaon, India invites applications for a Documentation Specialist focused on loan documentation. The role involves managing pre/post-disbursement files, ensuring regulatory compliance, and coordinating with clients to move from documentation to disbursement.

The candidate will handle client queries, prepare SOA and tax documents, and support audits while meeting deadlines and maintaining service quality.

Qualifications

• Documentation handling and client communication skills.
• Attention to detail for loan documentation and regulatory compliance.
• Ability to coordinate with cross-functional teams for disbursement processes.

Responsibilities

• Prepare loan documents for various loan types, ensuring procedures are followed within deadlines.
• Ensure all pre and post-disbursement documentation is completed.
• Ensure all required approvals for disbursement are obtained.
• Visit client locations to complete documentation work.
• Provide clients with SOA, Debit Notes, Interest Calculations, GST Invoices, etc.
• Resolve client queries within the defined turnaround time (TAT).
• Ensure timely renewals of existing loans, obtaining approvals and completing documentation.
• Close all pending deferred documents (PDDs) on time.
• Ensure pledge/unpledge of shares is completed.
• Coordinate with clients to resolve margin shortfalls in security cover within TAT.

Job description

At the Aditya Birla Group, our Corporate Vision is aligned and intricately woven with our People Vision.

Designation : NA

Location : India Maharashtra R-Tech Park Goregaon

Job Description:

Key Responsibilities:

Documentation Management

• Prepare loan documents for various loan types, ensuring procedures are followed within deadlines.
• Ensure all pre and post-disbursement documentation is completed.
• Ensure all required approvals for disbursement are obtained.
• Visit client locations to complete documentation work.
• Provide clients with SOA, Debit Notes, Interest Calculations, GST Invoices, etc.
• Resolve client queries within the defined turnaround time (TAT).
• Ensure timely renewals of existing loans, obtaining approvals and completing documentation.
• Close all pending deferred documents (PDDs) on time.
• Ensure pledge/unpledge of shares is completed.
• Coordinate with clients to resolve margin shortfalls in security cover within TAT.

Loan Monitoring & Covenant Tracking

• Ensure adherence to policies and processes for loan documentation.
• Monitor loans and track compliance with covenants.
• Ensure clients receive SOA, Debit Notes, GST Invoices, and Tax Invoices.
• Ensure timely receipt of monthly/quarterly covenant data from clients.

Coordination & Client Relationship Management

• Coordinate with business, credit, operations teams, and client officials for smooth documentation to disbursement transition.
• Manage DSA payouts and empanelment processes.

Audit & Compliance

• Ensure internal and external audit compliance for loan documentation and processing.
• Ensure adherence to regulatory requirements in loan documentation and monitoring.
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