Banking Services, Business Administration, Business Support, Credit Cards, Customer Relationship Management (CRM), Data Quality, Documentaries, Documentum Enterprise Content Management (ECM) System, Loan Structuring, Management of Information Systems/Technology (MIS), Mortgage Lending, Onboarding, Policy Implementation, Procedure Implementation, Quality Assurance, Retail, Retail Banking, Team Lead/Manager
Career Opportunities: Business Support Associate (7688)
Requisition ID 7688 - Posted 05/19/2026 - CB Plaza
Job Description Print Preview
Apply Save Job Email Job to Friend Return to List
Job Summary
- To conduct the initial checks of applications & borrower's eligibility through CRDB/CRM/ Cb-net for company listing/ credit policy before creating the application in LWF
- To capture Personal Loan and Credit Card applications through LWF system
- Application amendments as per Credit Reviewer comments
- Scanning of documents, amendments in CRM and signature verification
- Quality assurance calls to the customers before onboarding
- Creation of UTD for all approved applications & CRDB notes
Key Accountabilities
- Conduct the initial checks for PL / CC / Mortgage loan applications assigned and ensure the accuracy of data as well as the completeness of documents as per the laid down procedures & guidelines.
- Verify customer's signatures by accessing Banqit system.
- Scan the supporting documents and attach to the respective applications in the agreed sequence.
- Responsible to run Credit Bureau Report (CBR) through LWF / QCB portal and attach to the application as PDF document.
- Conduct initial checks of customer's financial details, Blacklist Status, alerts/notes by accessing CRDB/CRM
- Responsible to capture initial comments / observations for next level review
- Responsible to handle all re-work applications submitted by the business with documentary proof / justification
- Achieve the daily / monthly target & handle extra volume assigned by the line manager
- Provide regular feedback for application quality, system related issues and suggest improvements to team leader & line manager
- Handle special tasks assigned by the line manager / unit head as & when required
- Back-up for handling document scanning & card stock, whenever required
- Ensure the strict implementation of policies, procedures, instructions & circulars related to PL, VL, CC & other retail products.
- Allocation for credit cards and signature verification application to reviewers as per the business requirement, maintaining MIS / report of credit card.
- Assigning Documentum requests from the business to other Associates.
Qualifications:
- 2 - 4 years relevant experience in Retail Banking.
- Bachelor Degree in Business Administration, Commerce or equivalent
Apply Save Job Email Job to Friend Return to List
Email this job to a friend
The job has been sent to
Please provide the information below Job title: *Your friend's email address: Message:
- Confirm you are not a robot:
Send Cancel
Job Summary
- To conduct the initial checks of applications & borrower's eligibility through CRDB/CRM/ Cb-net for company listing/ credit policy before creating the application in LWF
- To capture Personal Loan and Credit Card applications through LWF system
- Application amendments as per Credit Reviewer comments
- Scanning of documents, amendments in CRM and signature verification
- Quality assurance calls to the customers before onboarding
- Creation of UTD for all approved applications & CRDB notes
Key Accountabilities
- Conduct the initial checks for PL / CC / Mortgage loan applications assigned and ensure the accuracy of data as well as the completeness of documents as per the laid down procedures & guidelines.
- Verify customer's signatures by accessing Banqit system.
- Scan the supporting documents and attach to the respective applications in the agreed sequence.
- Responsible to run Credit Bureau Report (CBR) through LWF / QCB portal and attach to the application as PDF document.
- Conduct initial checks of customer's financial details, Blacklist Status, alerts/notes by accessing CRDB/CRM
- Responsible to capture initial comments / observations for next level review
- Responsible to handle all re-work applications submitted by the business with documentary proof / justification
- Achieve the daily / monthly target & handle extra volume assigned by the line manager
- Provide regular feedback for application quality, system related issues and suggest improvements to team leader & line manager
- Handle special tasks assigned by the line manager / unit head as & when required
- Back-up for handling document scanning & card stock, whenever required
- Ensure the strict implementation of policies, procedures, instructions & circulars related to PL, VL, CC & other retail products.
- Allocation for credit cards and signature verification application to reviewers as per the business requirement, maintaining MIS / report of credit card.
- Assigning Documentum requests from the business to other Associates.
Qualifications:
- 2 - 4 years relevant experience in Retail Banking.
- Bachelor Degree in Business Administration, Commerce or equivalent
T
The Commercial Bank PSQC