Pulkit Jaitly

Preparation of payout on the basis of collection and presentation data. Ensure monthly reporting of direct assigned/secritsed deals w.r.t. the interest accrued/payable/prinipal payable to banks. Strategic implementation of plans by coordination with trustees and treasury department. Assisting treasury accounting functions in the execution of Direct Assignement/secrutization deals with the nationalised banks/FIs. Cordination with channal partners to perform recon of Direct Assigned and secrurtised pool. Preperation of budgeted cost to be incurred on monthly basis and analysis with the actual expenditure w.r.t direct assigned. Ensure timely empanlenment of various vendors for business actvity. Audit requirement to be fullfiled by NHB and Big Four. Train and develop the team members for smooth flow of the process. Drafting content for various customer’s communication; html coding and SMS. Ensure each customer be informed about the information shared. Publishing insights of the communications made. Keeping the content alligned with TRAI guidlines. 100% active participation in team building activities. System improvisation. Assists in various audit activities conducted by Big four and other regulatory

KYC verification of all new vendor and business associates for empanelment. Responsible for audit requirement as per NHB. Ensure daily MIS update and storage of physical documents at assigned vendor. Provide quick support to PAN India branches. Drafting content for various customer’s communication; html coding and SMS. Ensure each customer be informed about the information shared. Tracking of all types of communication viz Letters, SMS and E-mails. Daily MIS update and data tracking for future references. 100% active participation in team building activities. System improvisation. Compiling inter department data for end user control.

-Coordinates with the insurance partners regarding the monthly business booked. -Giving end to end effects in customer’s LAN by the funds received from insurance partner viz (refunds & claims). -Coordinating with the branches for resolution of the discrepancy in any customer’s LAN. -Reconciliation of the insurance business funded by the organization. -Channel code creation for all new channel partners, managing channel files, discrepancies, file movement -Preparation of MIS in the described format for processing of vendor’s bills -Coordinating with the finance department to ensure timely payment of the vendor’s. -Regular checking of customer’s KYC documents submitted for opening deposits. -Assist in the audit conducted by the internal teams, NHB and NSDL. -Summarizing and publishing monthly presentation for the achievements obtained and new initiatives taken by the department.

KYC verification of various Account Opening (CASA ,MF, TD, Lockers) Error free processing of transaction as per agreed standard. Provides training to new staff. Assisting in implementing new product and processes. Assists in RBI audit and internal audit. Team handling and maintaining TAT for the activity assigned Post account opening checks includes data updation.