Service Associate

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What you'll do

• The roles expects candidates with Knowledge on CAD Process, account opening and Client service to an extent.
• Ensure support is provided to client End to End on documentations, transactions.
• Ensure proactive follow up and tracking of Covenants that needs to be adhered by the client.
• Liaise with CAD, BR ops, CPU team for necessary closure of requests.
• Liaise with other banks/NBFC with regards to security document completion and intern liase with Empannelled vendor for closure of reports.
• Establish and maintain relationships, providing added value to selected clients and supporting the broader business relationship.
• Make independent decisions on client issue resolution within policy frameworks and prioritise actions to meet agreed‑upon TATs.
• Ensure enforceable legal documentation for credit facilities as per legal guidance and standard formats/procedures.
• Decide on the adequacy of security creation (mortgage, pledge, hypothecation) and approve documentation. Ensure various covenant/deferral tracking in system.
• Monitor covenant compliance and trigger remedial actions when breaches are detected.

Who can apply

• Job Title: Service Associate
• Department/Function: Wholesale Banking Operations

About IDFC First Bank

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