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  • Mahesh Salvi

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    Gajendra Audichya
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    Mahesh Kumar Salvi works as a Credit Executive at Indiahomeloan. His primary responsibilities include personally interviewing loan applicants, verifying their know-your-customer (KYC) details, following up with agents and customers on documentation, capturing and completing loan applications in the company system, and forwarding completed files for appraisal. His secondary duties are filling out applications, processing documents, and maintaining records of files. He reports to Manager Chandni Bhayani.

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    Mahesh Kumar Salvi works as a Credit Executive at Indiahomeloan. His primary responsibilities include personally interviewing loan applicants, verifying their know-your-customer (KYC) details, following up with agents and customers on documentation, capturing and completing loan applications in the company system, and forwarding completed files for appraisal. His secondary duties are filling out applications, processing documents, and maintaining records of files. He reports to Manager Chandni Bhayani.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    19 views1 page

    Mahesh Salvi

    Uploaded by

    Gajendra Audichya
    Mahesh Kumar Salvi works as a Credit Executive at Indiahomeloan. His primary responsibilities include personally interviewing loan applicants, verifying their know-your-customer (KYC) details, following up with agents and customers on documentation, capturing and completing loan applications in the company system, and forwarding completed files for appraisal. His secondary duties are filling out applications, processing documents, and maintaining records of files. He reports to Manager Chandni Bhayani.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    of 1

    Mahesh Kumar Salvi

    Mob No. 9601069020 Email id: maheshsalvi@indiahomeloan.in

    Designation: Credit Executive

    I. Responsibilities.

    Primary

    1. Personal Interview of Applicants and KYC Follow Up.


    2. KYC verification with Original.
    3. Follow up with DSA and Customer for Documentation.
    4. Lead and Deal Capturing in Ominifin
    5. File Completion and Filing File Review Memo
    6. Giving File No. and Arranging Documents in Dockets.
    7. Reporting to Credit Manager and Forwarding File after completion for Appraisal

    Secondary

    1. Applications Fill Up and Documents Processing.


    2. Loan Agreement Fill Up.
    3. Maintaining Record of File as Per Location.

    II. Team Hierarchy


    Immediate Reporting Manager

    - Chandni Bhayani(9727721615)-Manager Credit

    Associate:

    Immediate Supporting Staff:

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