Associate-CSFD-CRM-Mumbai - Lower Parel-JM

1 - 3 years

2 - 5 Lacs

Posted:1 month ago| Platform: Naukri logo

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Job Type

Full Time

Job Description


We are looking for a highly skilled and experienced professional to join our team as an Associate in the CRM department, located in Mumbai - Lower Parel. The ideal candidate will have 1-3 years of experience. Roles and Responsibility
  • Prepare MIS for large corporate clients across India, track repayments, fees, and disbursement status, and sanction terms and conditions.
  • Coordinate with all regions to prepare monthly pipeline reports and daily pipeline tracking.
  • Handle post-disbursement activities, including collections, deferrals, and PDD.
  • Solve SOA-related queries and coordinate with operations to resolve issues related to overdue charges, ARN, and security perfection.
  • Collect deferral MIS from the CAD Team and coordinate with regions for closure.
  • Track collections for all corporate cases and provide daily updates on overdues to the RM.
  • Prepare visit, opportunity, and lead reports.
  • Provide weekly regional data and create PPTs for MD reviews.

  •  Job
  • Graduate in any discipline.
  • Possess strong analytical and problem-solving skills.
  • Demonstrate excellent communication and coordination abilities.
  • Ability to work effectively in a fast-paced environment and meet deadlines is essential.
  • Strong attention to detail and organizational skills are required.
  • Experience in preparing MIS, tracking repayments, and handling TDS queries is necessary.
  • Familiarity with CRM software and systems is preferred.
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    Tata Capital logo
    Tata Capital

    Financial Services

    Mumbai Maharashtra

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