Assist in credit underwriting, client management, portfolio management, and ensure compliance with regulations and KYC processes.
Assisting RM/SRM in Credit Underwriting, Client Management, Portfolio Management, Credit Hygiene
Responsibilities- Preparation of pre-post sanction credit memorandum
- Loan documentation and disbursement
- Portfolio management and credit monitoring through periodic reviews
- Analyzing financial statements making financial models and projections
- Ensuring client onboarding with full KYC
- Updated on regulations and compliances Being aware of market updates
- Ability to estimate client wallet across banking products and cross sell along with product partners
- Periodic plant visits for business development and credit monitoring
Qualifications: CA/MBA
Experiences: 2 to 6 years
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