3.0 - 7.0 years

0 Lacs

chennai, tamil nadu

On-site

As a Wealth Manager, your role involves sourcing and onboarding customers for secured loans. You will be responsible for evaluating collateral with legal and valuation teams, conducting credit checks, and recommending loan limits. Your duties also include ensuring complete and compliant documentation, coordinating approvals and disbursals, and maintaining client relationships post-loan. It is crucial to meet disbursal and portfolio quality targets to excel in this position. Key Responsibilities: - Source and onboard customers for secured loans - Evaluate collateral with legal & valuation teams - Conduct credit checks and recommend loan limits - Ensure complete, compliant documentation - Coor...

Posted 3 weeks ago

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Wealth Manager Dvara KGFS

3.0 - 7.0 years

0 Lacs

chennai, tamil nadu

On-site

As a Wealth Manager, you will be responsible for sourcing and onboarding customers for secured loans. This includes evaluating collateral in collaboration with legal and valuation teams, conducting credit checks, and recommending loan limits. Your role will also involve ensuring complete and compliant documentation, coordinating approvals and disbursals, and maintaining client relationships post-loan to meet disbursal and portfolio quality targets. The ideal candidate for this position will have experience in home loans, LAP, auto/equipment loans, along with knowledge of credit, compliance, and collateral evaluation. You should possess strong customer acquisition and relationship skills, cou...

Posted 3 months ago

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