Sumit Verma

Experience

• 

  Tata AIG General Insurance Company Limited

  Jun 2015 - Jul 2018

  Backened Executive

  Evaluated new, renewal and roll over liability proposals to determine insurance risks and premiums. ▪ Forward those proposals to concerned liability underwriter’s to further study and analyze the risk. ▪ Preparing and updation of MIS records on weekly basis for all the New, Renewal and Roll over cases.▪ Documentation Management. ▪ Coordinate with operations team to complete the given work done within TAT. ▪ Interaction with Clients or brokers for generating new business ▪ Ensuring that work should be done on time within TAT. ▪ Scrutiny of Policy document before final release to brokers/agents or direct clients. Show less

• 

  Indiabulls Consumer Finance Limited

  Jul 2018 - Sept 2021

  Senior Officer

  DISBURSEMENT:• Personal Loan disbursement.• Check KYC of the customers for final loan processing after receiving the final report from our credit team.• Approved and disapproved loans application based on KYC documents• Maintaining and updating the database of current and previous loans.• Prepared MIS reports, Dashboards & other statements related to Loans.

• 

  Protium Finance Ltd

  Sept 2021 - now

  • Loan Disbursal - Managing Loan File Health Check and Disbursal in system for Business Loans and Loan Against Property (LAP) loans for Delhi/NCR Location.• Customer Service – Coordinate with customer service team for loan cancellation and foreclosure of loan for Business loans and Loan against property for Delhi/NCR Location.• Collections – Coordinate with team for all Collection cases pending for collections and accordingly update in collection MIS.• OTC/PDD- Managing OTC/ PDD for Business loans and Loan Against Property (LAP) loans for Delhi/NCR locations as per the given TAT at the time of disbursment.• Training - Organize Timely Trainings for my team staff to keep on update of any policy changes Maintain and update MIS of all approved, rejected, and disbursed loans on monthly basis. Show less • Check the physical copy of all loan documents along with KYC of applicants and co applicants before final processing for disbursement of Business Loans and Loan Against Property.• Check Legal Report & Vetting Report information and match with property documents and make sure that all property documents demand by legal team should be received prior to loan disbursal.• Ensure FI report come positive prior to disbursement.• Ensure RCU queries to be solved and positive report come prior to disbursement.• Valuation Report information cross check with information given in property papers and legal report• Maintain MIS of all approved, rejected and disbursed loans on monthly basis.• Ensuring desired TAT achieved for all loan disbursements. Show less

  • Deputy Manager Internal Audit

    Jan 2024 - now

  • Deputy Manager Operations

    May 2022 - Jan 2024

  • Senior Operations Officer

    Sept 2021 - May 2022