3.0 - 7.0 years

0 Lacs

punjab

On-site

Role Overview: As a Financial Planning and Wealth Management professional at our company, you will be responsible for utilizing your technical competencies to provide comprehensive financial services to clients. Your role will involve in-depth research and analysis of investment strategies, review of client portfolios, cashflow modeling, financial planning, risk analysis, insurance planning, retirement planning, investment planning, tax planning, estate planning, and employee benefits. Additionally, you will be expected to demonstrate strong professional competencies including analytical skills, client interaction abilities, teamwork, communication skills, adaptability, and a technology-firs...

Posted 2 weeks ago

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Credit Lead VEGROW

8.0 - 12.0 years

0 Lacs

karnataka

On-site

The Credit Lead position at Vegrow in Bengaluru, Karnataka, India requires a Qualified Chartered Accountant with 8-12 years of experience in credit underwriting & policy within Banks/NBFCs. The role involves revolutionizing B2B agribusiness by offering fresh fruit on credit to SME and agritrading partners. As the Credit Lead, you will leverage your credit expertise into a commercial growth role, managing trade credit limits dynamically calibrated by seasons and performance. This is an opportunity to shape real-time, industry-defining credit practices and drive genuine business impact. Your key responsibilities will include evaluating financials, credit bureau data, cash flows, and sector-spe...

Posted 2 months ago

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