Kamaldeep Singh Saini

Deputy Manager @Axis Bank

Navi Mumbai, IN

Corporate Loans onboarding and Processing (CLOP- CAD) responsible for setting up and opening working capital facilities such as CC/OD, term loans, and non-fund-based facilities such as LC,BG in Finacle. This includes onboarding new customers, verifying and processing loan applications, and renewing existing facilities as per customer requests. And Process requests for modifications at corporate accounts, such as changes to account information, signatories, ROI.• Scrutinize account-opening forms along with supporting documents under different products like CC, OD, Term Loan (Proprietor, Partnership, PVT, Public Ltd, Trust, Society, One Person Company) as per KYC norms & Bank Policy.• Bank guarantee, letter of credit limit setting into limit nodes in finacle system.• Renewals, modifications, enhancement in limits, restructuring and closure of existing corporate accounts.• Maintain accurate records and documentation of all loan onboarding and processing activities.• Ensure timely and accurate reporting of loan-related data to internal and external stakeholders.• Manage the onboarding process for new corporate clients for CC/OD account and term loans.• Review loan applications and supporting documentation for completeness and accuracy.• Update signatures for CC/OD accounts for all constitutions.• Assign work to team members based on their experience and skill level.• Trained and helped less experienced staff manage workloads and assignments, facilitating fulfilment of organisational objectives.• Collaborate with other departments within the organization to ensure smooth and efficient loan processing.

Guru Nanak Khalsa College of Arts Science & Commerce

Bachelor of Commerce (B.Com.)Accounting and Finance