33 Credit Documentation Jobs

About this role: Wells Fargo is seeking a Trade Services Specialist In this role, you will: Service clients by leading a team of Trade Service Representatives Act as a back up to the trade service managers, while providing feedback and recommendations to improve less experienced staff Provide input to managers on performance and recommendations relative to salary and promotion for less experienced staff Analyze the continued satisfaction and retention of existing clients and referral of international banking issues Train and coach daily work flow of less experienced staff, resolve routine issues and escalated problems Perform issuing, advising and amending of letters of credit, negotiation of letters of credit documents, processing documentary and direct collections in accordance with Trade Services standards Present recommendations for identifying opportunities for growth through client referrals and making recommendations to changes in existing policies, practices and procedures Develop full working knowledge of complex letter of credit documentation, governing regulations, bank operations and credit risk Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Required Qualifications: 2+ years of Trade Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Senior Data and Legal Analyst Location: Bangalore Experience- 3+ yrs Job Overview We are seeking a highly skilled and experienced lawyer to join our team as a Senior Data & Legal Analyst. This role is ideal for professionals who thrive at the intersection of law, finance, and technology. You will play a pivotal role in extracting, analysing, interpreting, and structuring legal and financial data from complex private credit agreement and related documentation. As a senior member of the team, you will lead the initiatives that enhance data accuracy, streamline documentation workflows, and support the development of scalable technology solutions for the private credit lifecycle. Your expertise will directly impact investment decision-making, operational efficiency, and platform innovation. Responsibilities Private Credit Agreement Expertise: Analyse and interpret complex private credit agreements, including bespoke structures, amendments and intercreditor arrangements. Extract and validate key legal and commercial terms such as: Facility structure and hierarchy Pricing and margin mechanics Financial covenants and compliance thresholds Security package and collateral details Waterfall and payment priorities Jurisdictional considerations and governing law Oversight & Quality Assurance Review and validate data extracted by junior analysts to ensure completeness and accuracy. Provide legal interpretation and guidance on key clauses such as covenants, events of default, loopholes, representations & warranties, Payment-in-Kind etc., Track and analyse covenants, interest schedules, amortization, prepayment terms and other credit metrics Conduct analytical reviews to identify risk flags, anomalies or operational inefficiencies Stay current on legal developments and market trends affecting credit documentation. Stakeholder Engagement Act as a subject matter expert for internal teams including Legal, Product Development, and Operations. Deliver clear, actionable summaries, and insights from complex documentation to support strategic decisions. Process Optimization & Automation Identify and implement opportunities to streamline data extraction and documentation workflows Support the creation and expansion of legal data taxonomies and standardized templates Collaborate with technology teams to enhance document parsing tools and build scalable solutions. Mentorship & Leadership Train and mentor junior team members on documentation standards and legal interpretation, and data extraction techniques Lead documentation reviews for high-value or high-risk transactions Qualifications Law degree or equivalent legal/financial qualification Minimum 3+ years of experience in credit documentation, legal analysis, or private credit Deep understanding of private credit structures, credit agreements, debt covenant structures, term sheets & grid analysis, legal terminology, and relevant debt financial instruments Strong analytical skills with exceptional attention to detail Proficiency in document management systems and data tools Experience working with cross-functional teams including legal, investment and technology. NOTE This position requires working in rotational shifts, please apply only if you are open to working in shifts. Who We Are- Alphastream.ai envisions a dynamic future for the financial world, where innovation is propelled by state-of-the-art AI technology and enriched by a profound understanding of credit and fixed-income research. Our mission is to empower asset managers, research firms, hedge funds, banks, and investors with smarter, faster, and curated data. We provide accurate, timely information, analytics, and tools across simple to complex financial and non-financial data, enhancing decision-making. With a focus on bonds, loans, financials and sustainability, we offer near real-time data via APIs and PaaS (Platform as a Service) solutions that act as the bridge between our offerings and seamless workflow integration. To learn more about us: https://alphastream.ai/ What we offer "At Alphastream.ai we offer a dynamic and inclusive workplace where your skills are valued and your career can flourish. Enjoy competitive compensation, a comprehensive benefits package, and opportunities for professional growth. Immerse yourself in an innovative work environment, maintain a healthy work-life balance, and contribute to a diverse and inclusive culture. Join us to work with cutting-edge technology, and be part of a team that recognizes and rewards your achievements, all while fostering a fun and engaging workplace culture." How to Apply: Please send your resume and portfolio to [HIDDEN TEXT] Disclaimer -Alphastream.ai is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of all communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Show more Show less

Role Description The Private Equity + Private Credit Credit Officer will be responsible for supporting the management of Deutsche Banks counterparty credit risk to US financial sponsor and private capital clients. You will work closely with onshore Primary Credit Officers in covering a broad funds portfolio, and will be closely involved in reviewing and monitoring the counterparties on an ongoing basis. The ideal professional will have prior experience covering private equity and private credit fund clients and will be comfortable performing rating analysis and drafting credit reviews. The Credit Officer will be a self-starter, able to manage their own workload with minimal guidance.The role will be part of a larger global funds team and will have both regional and global reporting lines. Your key responsibilities Analysing and on-boarding of new Private Equity (PE) and Private Credit (PC) funds, perform the rating assessment, draft the addendum to add new funds, and set the PFE credit limit for trading For all new fund onboardings, complete the PE risk appetite and input CSA thresholds into dbGrip monitoring Timely drafting rating and credit analysis of PE Groups/Funds by identifying business and financial risk based on understanding of business model, financial statement analysis, NAV analysis and peer analysis. Reports outline areas including the background of the fund management company, investment strategy of underlying funds, risk and liquidity management, and performance. This written report will highlight the key risks associated with each counterparty and outline the credit officers view of the group/funds Active participation in Live trades with onshore credit officers (KCP) by understanding the trade dynamics, providing recommendation and completing the credit write-ups (Addendum) for the same. On-going monitoring & surveillance of assigned PE portfolios, including rating changes, market/industry developments, news events, etc and assessing the impact on credit worthiness of the counterparty, keeping DBs exposure in mind. Understand various trading products (FX/SWAP/Repo/Sec Lending etc) and credit documentation for the same. Support the KCP with appropriate checks and its inclusion in the credit reviews. Monitoring of limits/exposure: Updating Limit amendments and credit relevant data updates in the credit system. Exposure monitoring and timely clearance of Excess tickets. Timely monitoring of covenants, NAV triggers, internal stress test information, and performance/portfolio data received on a regular basis from fund clients and regular discussion with KCPs. Update financial reporting in GCRS for all PE funds - including NAV, Net Worth, Uncalled Capital and Liquidity Participate in ad-hoc projects related to portfolio exercises (industry/regional exercise), regulatory developments, sector notes, audit exercises and support onshore KCPs for various business strategies. Partner with colleagues across the globe including Credit officers (KCP) and other stakeholders (Business, Exposure managements, Legal and various ops teams) to ensure complete understanding of DBs exposure and timely completion of the credit reviews. Adhering strictly to compliance and operational risk controls in accordance with internal and regulatory standards, policies and practices; reporting weaknesses, compliance breaches and operational loss events. Your skills and experience Relevant professional qualifications are MBA / CA / CFA, etc. Solid track record of working in risk management with a specialization in PE/PC funds and asset management companies across the globe Advanced knowledge of financial derivative products (FX/SWAP/MBS Forward/Repo/Sec Lending-Borrowing etc) and derivative documentation (ISDA/CSA/GMRA/GMSLA etc) Solid communication and interpersonal skills, stakeholder management abilities Superior ability to prioritize and manage time and various tasks running in parallel Strong comprehension, written, and verbal communication skills in English Must demonstrate ability to manage own time efficiently and effectively, and be able to multitask, absorb ideas and facts quickly, while maintaining a strict eye for detail

As an Intern at Deutsche Bank in Mumbai, you will be a part of the Risk division, which plays a crucial role in safeguarding the Bank by managing and controlling credit, market, operational, and reputational risks. With a team of nearly 4,000 employees, our division aims to be an industry-leading risk management organization. Your role will involve working in the Global Credit Analytics Function (GCAF), where you will be responsible for assigning and monitoring the Probability of Default Rating for Corporate and Institutional counterparties. As part of the risk transformation journey, GCAF is expanding its scope to include credit documentation and is seeking talented analysts to join the team. As an Intern, you will have the opportunity to undertake accurate and timely credit analysis of counterparties, prepare rating reports and credit reviews, actively participate in live trades, monitor assigned portfolios, understand banking products and credit documentation, manage credit portfolios, and ensure compliance with regulatory requirements. To support your growth and development, we offer a range of benefits including a best-in-class leave policy, gender-neutral parental leaves, childcare assistance, sponsorship for industry certifications, employee assistance program, comprehensive insurance coverage, and health screening. You will also receive training, coaching, and support from experts in the team to excel in your career. We strive to create a culture of empowerment, responsibility, commercial thinking, initiative, and collaboration. At Deutsche Bank, we value diversity and inclusivity, and we welcome applications from all individuals to foster a positive and fair work environment where success is celebrated together. If you are a proactive individual with relevant qualifications such as MSc, MA, MBA, CA, or CFA, along with experience in credit underwriting, strong analytical skills, financial market knowledge, and an accounting background, we encourage you to join our team and contribute to shaping the strategy of the organization and the wider industry agenda. For more information about Deutsche Bank, please visit our company website at https://www.db.com/company/company.htm. Together, let's excel and succeed as part of the Deutsche Bank Group.,

Job Description: As a Junior Credit Processing Associate at Krayontek, you will be responsible for reviewing and processing loan applications, ensuring documentation accuracy, and supporting compliance with regulatory guidelines. Your role will involve reviewing and verifying loan application forms and supporting documents, performing document verification for authenticity and consistency, and conducting KYC checks to ensure compliance with RBI and internal guidelines. It is essential to maintain accurate records of loan applications, documents, and reports in digital and/or physical format. Additionally, you will be required to follow up with the sales team or customers for pending documentation and ensure timely escalation of discrepancies or red flags. Your support will be crucial in daily reporting and data entry tasks while adhering to internal credit policies and RBI guidelines. Key Responsibilities: - Review and verify loan application forms and supporting documents. - Perform document verification for authenticity and consistency. - Conduct KYC checks and ensure compliance with RBI and internal guidelines. - Maintain accurate and up-to-date records of loan applications, documents, and reports. - Follow up with the sales team or customers for pending documentation. - Ensure timely escalation of discrepancies or red flags. - Provide support in daily reporting and data entry tasks. - Adhere to internal credit policies and RBI guidelines. Key Skills Required: - Basic understanding of loan processing and credit documentation. - Familiarity with KYC norms and RBI guidelines. - Good communication and coordination skills. - Proficient in MS Office (Excel, Word). - Attention to detail and ability to handle repetitive tasks efficiently. If you meet the qualifications and are interested in this opportunity, please share your CV to careers@krayontek.com.,

Role & responsibilities • Process Design & Optimization: A Process Leader will play a pivotal role in driving operational excellence, process optimization, and continuous improvement and will be at the forefront of enhancing the efficiency and effectiveness of processes related to Wholesale Banking and Business Banking CAD. This includes close collaboration with Operations, Product, Business, and Technology teams to understand requirements, identify challenges, and develop scalable, well-controlled processes that deliver optimal outcomes for customers. • Cross-Functional Collaboration: Engage with key stakeholders across departments to ensure process designs are aligned with business objectives and regulatory requirements, while also enhancing operational efficiency and customer experience. • Control Framework Implementation: Develop and implement robust control mechanisms for Corporate and SME lending processes to mitigate operational risks. Ensure that controls are effective in preventing financial and reputational losses. • Risk Management: Continuously assess process vulnerabilities and proactively introduce measures to strengthen risk mitigation strategies, ensuring compliance with internal policies and external regulations. Align the execution of specific operational processes with the bank's strategic objectives and goals. Effectively allocate resources within your process team to support process improvement projects and initiatives. Address process-related challenges and issues promptly, implementing effective solutions to minimize disruptions and mitigate risks. Core Responsibilities Oversee and manage specific operational processes, ensuring they are executed efficiently, accurately, and in compliance with regulatory requirements and industry standards. Identify opportunities for process improvement, automation, and digitization to enhance operational efficiency and reduce costs. Develop and monitor key performance indicators (KPIs) to measure process performance, identifying areas that require attention and improvement. Maintain accurate records of process activities, reports, and documentation for internal records and regulatory purposes. Facilitate training sessions for team members to ensure they understand and follow established processes and procedures. People Management or SelfManagement Responsibilities Provide leadership and guidance to a team of process team members, fostering a culture of continuous improvement, accountability, and teamwork. Invest in the professional growth and development of team members, providing mentorship, training, and opportunities for advancement. Engage in ongoing professional development and training to stay informed about industry best practices and emerging trends in process management. Effectively manage time and priorities to meet project deadlines and operational goals. Participate in risk assessments and audits to identify potential risks and compliance gaps within your operational processes, collaborating with the Governance Leader and risk management teams to develop mitigation strategies. Ensure that the specific operational processes you oversee adhere to regulatory requirements, compliance standards, and risk management protocols. Implement and maintain quality control measures to ensure that operational processes meet the highest standards of accuracy and customer satisfaction

Perpetuity Capital is looking for CREDIT EXECUTIVE to join our dynamic team and embark on a rewarding career journey Credit Analysis:Evaluate the creditworthiness of clients by analyzing financial data, credit reports, and other relevant information Risk Assessment:Assess and quantify credit risk associated with new and existing clients, considering industry trends and economic factors Credit Limit Determination:Determine appropriate credit limits based on the assessment of credit risk and financial stability of clients Credit Policy Compliance:Ensure compliance with the organization's credit policies and guidelines Customer Communication:Communicate credit decisions and terms to clients, addressing inquiries and providing clarification when necessary Credit Documentation:Maintain accurate and up-to-date credit files, including documentation of credit approvals, limits, and terms Collections Support:Collaborate with the collections team to monitor overdue accounts and implement appropriate actions Reporting:Prepare and present regular reports on credit risk, outstanding balances, and other relevant metrics Customer Relationship Management:Build and maintain positive relationships with clients, addressing credit-related concerns and providing support

The Risk Senior Specialist AVP position at Deutsche Bank in Mumbai, India, falls within the Risk division, which plays a crucial role in safeguarding the Bank's interests. With a comprehensive oversight of credit, market, operational, and reputational risks, the Risk division provides a holistic perspective on the Bank's operations and clients. The division comprises around 4,000 dedicated employees working towards the goal of establishing Deutsche Bank as a leading risk management organization in the industry. Within an ever-evolving and intricate financial landscape, a career in risk management is increasingly sought after in the banking sector. At Deutsche Bank, the Risk department is instrumental in shaping the organization's strategy and influencing the broader industry agenda. The Global Credit Analytics Function (GCAF) within the Risk division is responsible for assigning and monitoring the Probability of Default Rating for Corporate and Institutional clients. As part of the division's transformation journey, GCAF is expanding its scope to include credit documentation, necessitating the expertise of skilled analysts. Key Responsibilities: - Conduct precise and timely credit analyses of counterparties, including Corporates and FIs, by evaluating business and financial risks through business model comprehension, financial statement analysis, cash flow modeling, and peer analysis. - Prepare credit rating reports and analyses for submission to senior management for approval. - Participate actively in live trades with onshore credit officers, providing recommendations and completing credit write-ups. - Monitor and surveil international portfolios, staying abreast of rating changes, market developments, and news events to assess their impact on counterparty creditworthiness. - Understand banking products, such as Trade Finance and Derivatives, and support credit officers with relevant checks and documentation. - Update limits/exposure monitoring, manage credit portfolios, and offer recommendations to senior decision-makers based on thorough analyses. - Collaborate with various stakeholders, including credit officers and operations teams, to ensure a comprehensive understanding of the Bank's exposure and timely completion of credit reviews. - Engage in ad-hoc projects related to portfolio exercises, regulatory developments, and business strategies, ensuring compliance with regulatory requirements. Skills and Experience: - Possession of relevant professional qualifications such as MSc, MA, MBA, CA, CFA, etc. - Previous experience in credit underwriting. - Strong analytical abilities, familiarity with financial markets, and knowledge of economic and industry trends. - Proficient in accounting, financial ratios, financial statement analysis, cash flow projections, or project finance. Benefits: - Best-in-class leave policy. - Gender-neutral parental leaves. - Sponsorship for industry-relevant certifications and education. - Comprehensive healthcare benefits for employees and dependents. - Employee Assistance Program and insurance coverage. - Continuous training and development opportunities. - Supportive work culture focused on learning and progression. Deutsche Bank fosters a culture of empowerment, responsibility, commercial acumen, initiative, and collaboration. The organization values inclusivity, fairness, and diversity in the workplace, encouraging applications from individuals of all backgrounds.,

As a Credit Officer, AVP at Deutsche Bank in Mumbai, India, you will play a crucial role in the Risk division, which is dedicated to safeguarding the Bank by managing and controlling credit, market, operational, and reputational risks. With a team of nearly 4,000 employees, we aim to be an industry-leading risk management organization by providing a holistic view of our businesses and clients. In this role, you will be part of the Global Credit Analytics Function (GCAF), responsible for assigning and monitoring Probability of Default Rating to Corporate and Institutional counterparties. As Deutsche Bank undergoes a transformation journey, GCAF is expanding its scope to include Credit documentation, requiring skilled analysts like you to handle this responsibility effectively. Your key responsibilities will include conducting accurate and timely credit analysis of counterparties, preparing credit reports and analysis for senior approval, participating in live trades, monitoring assigned portfolios, understanding banking products and credit documentation, managing credit portfolios, and ensuring compliance with regulatory requirements. To excel in this role, you are required to have relevant professional qualifications such as MSc, MA, MBA, CA, or CFA, along with prior experience in credit underwriting. Strong analytical skills, knowledge of financial markets, economic and industry trends, as well as a solid accounting background are essential for success in this position. At Deutsche Bank, we offer a supportive environment with training, development opportunities, coaching from experts, and a culture of continuous learning to help you progress in your career. We also provide a range of flexible benefits including leave policies, parental leaves, childcare assistance, industry certifications sponsorship, and comprehensive insurance coverage for you and your dependents. If you are looking for a challenging yet rewarding career in risk management within the banking sector, Deutsche Bank is the place for you. Join us in our mission to excel together every day, acting responsibly, thinking commercially, taking initiative, and working collaboratively. We welcome applications from all individuals and promote a positive, fair, and inclusive work environment. For further information about Deutsche Bank and our teams, please visit our company website at https://www.db.com/company/company.htm. Become a part of the Deutsche Bank Group and celebrate success together with us.,

Preparing Export documents for shipments. Preparing and executing LC documents Preparing commercial invoice, Packing List, and other export documents. Ensure timely processing of export shipments. Payment follow-up. Communicate with international/national customers, including freight forwarders,CH A, vendors. Providing required documents & instructions to freight forwarders and CHA. Maintaining export documents files. Applying for export promotion Incentive schemes. Monitoring Drawback credit.

Department : DSA Channel CTC Range : 4 To 5 Lpa Location : Pune (with field visits within the region as required) Reporting To : Regional Manager DSA Channel Experience Required : 13 years Employment Type : Full-time The Relationship Officer DSA Channel will drive the personal loan business through Direct Selling Agent (DSA) partners, Connectors in the Pune region by managing relationships, coordinating lead generation, and ensuring smooth lead-to-disbursement processes. The role involves day-to-day engagement with DSAs and connectors, maintaining daily MIS (target vs. achievement, lead status, login, disbursement, and rejections), ensuring compliance with company policies, and supporting the Regional Manager in achieving monthly business targets. Key Responsibilities: Build and maintain strong relationships with assigned DSA partners and connectors to drive consistent lead generation and disbursals. Conduct regular partner visits, training sessions, and support activities to update DSAs on product features, documentation guidelines, and process changes. Identify and reactivate inactive DSAs through targeted engagement and support to boost productivity. Provide ongoing support to DSAs, addressing queries and escalating concerns to ensure smooth lead flow. Achieve monthly targets for login and disbursement volumes by actively coordinating with DSAs and connectors. Monitor the lead-to-disbursement funnel, follow up on leads, and ensure high conversion ratios with minimal rejections. Leverage daily MIS reports (sourcing, login, disbursement, rejection, TAT, and target vs. achievement) to track and improve DSA performance. Push for timely disbursals post-loan offer approval and resolve discrepant cases to minimize delays. Ensure compliance with KYC, income documentation, and internal credit policy guidelines. Coordinate with Credit, Operations, and Disbursement teams to facilitate faster file processing and smooth case closures. Monitor turnaround times (TATs) from lead login to disbursement, ensuring adherence to company standards. Maintain and update daily MIS reports for lead status, login, disbursement, rejections, and target vs. achievement metrics. Share feedback and escalations from DSAs with the Regional Manager and internal stakeholders for timely resolution. Collaborate with the MIS and backend support teams to ensure accurate performance data and seamless execution of partner cases. Escalate tech or Application login issues to the Regional Manager and coordinate with relevant teams for quick resolution. Key Skills & Competencies: Strong communication and relationship-building skills to engage effectively with DSAs and connectors. Basic knowledge of unsecured lending (personal loans), credit documentation, and underwriting processes. Local market knowledge of Pune and surrounding areas to support DSA operations. Proficiency in MS Excel and CRM/LMS platforms for sales tracking and reporting (preferred). Self-driven, target-oriented mindset with strong problem-solving abilities. Fluency in Marathi, Hindi, and English is preferred. Preferred Qualification: Graduate / 12 th Pass in any stream. 13 years of experience in sales coordination, DSA relationship management, or personal loan sales. Prior experience with NBFCs/Fintech firms, particularly in unsecured lending, is an advantage. Show more Show less

Benefit Street Partners (BSP) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, youll get exposed to different cultures, people, and business development happening around the world. Benefit Street Partners operates independently as a Specialist Investment Manager and is a leading credit-focused alternative asset management firm. Established in 2008, the BSP platform manages funds for institutions, high-net-worth and retail investors across various strategies including: private/opportunistic debt, liquid loans, high yield, special situations, long-short liquid credit and commercial real estate debt. These complementary strategies leverage the proprietary sourcing, analytical, operational and compliance capabilities that encompass BSPs robust institutional platform. Visit www.benefitstreetpartners.com to learn more about our company and investment strategies. Benefit Street Partners (BSP) is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you&aposll get exposed to different cultures, people, and business development happening around the world. Benefit Street Partners operates independently as a Specialist Investment Manager and is a leading credit-focused alternative asset management firm. Established in 2008, the BSP platform manages funds for institutions, high-net-worth and retail investors across various strategies including: private/opportunistic debt, liquid loans, high yield, special situations, long-short liquid credit and commercial real estate debt. These complementary strategies leverage the proprietary sourcing, analytical, operational and compliance capabilities that encompass BSP&aposs robust institutional platform. Visit www.benefitstreetpartners.com to learn more about our company and investment strategies. What is the Team responsible for BSP is seeking a bright, articulate, detail-oriented individual to join the Private Debt team. The successful candidate will take a central role in supporting the evaluation, structuring and negotiation of our private debt transactions, as well as in the monitoring of our investments. As a member of the firms' investment team, the Associate will be involved in all aspects of the investing process including due diligence, execution, and portfolio management. Our associates work with a small deal team in a fast-paced and entrepreneurial environment and have constant interaction with the most senior members of the firm, as well as the senior management of our portfolio companies. What is an Associate responsible for Responsibilities Include But Are Not Limited To Modeling and valuation of potential investment opportunities Perform quantitative and qualitative analyses used to support the underwriting of potential investments ideas and theses Supporting the transaction due diligence and closing processes Preparing detailed investment committee memoranda Managing existing investments Assisting in structuring transactions Understanding key credit documentation and deal terms What ideal qualifications, skills & experience would help someone to be successful The Successful Candidate Will Ideally Possess 2+ years of investment banking or related experience, preferably with some leveraged finance or with debt/credit analysis Strong academic record Expert analytical and financial modeling skills Outstanding interpersonal, leadership, and communication skills Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, theres a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for lifes adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Learn more about the wide range of benefits we offer at Franklin Templeton Most benefits vary by location. Ask your recruiter about benefits in your country. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to [HIDDEN TEXT]. In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response. Show more Show less

HCLTech Mega drive -International Banking Process (Experienced) 29th July 2025 . HCL Walk-In Drive International Banking Non voice. Date:29th July 2025 Time: 11:00 AM 2:00 PM Location: ETA 3 - HCLTech Navalur - Block 3, Sandhya Infocity, OMR, Rajiv Gandhi Salai, Navalur, Chennai, Tamil Nadu, 600130 Role: Corporate Banking (Commercial Loans) Experience: 4 - 6 years in corporate/commercial banking (Analyst). Skills: Expertise in corporate loan origination, account management, and loan drawdowns. Strong understanding of banking products, credit documentation, and loan servicing. Role: Payments Experience: 1-5 years in MT103/MT202 transfers, CHAPS, and BACS payments Skills: Expertise in handling MT103, MT202, FX charges, and customer concessions. Proficient in reconciliation processes, charges, routing, intermediary banks, and developing efficient reports. Qualification: Any degree required Shift Timing: UK Rotational Shift Location: ETA 3 - HCLTech Navalur - Block 3, Sandhya Infocity, OMR, Rajiv Gandhi Salai, Navalur, Chennai, Tamil Nadu, 600130 Cab facility as per company policy* Work Mode: Work from Office Notice Period: Open to candidates available for immediate joining or those currently serving a notice period (up to 30 days) Contact: HR Sanjay/Syed Show more Show less

Job Summary The Markets Enablement Officer is responsible for facilitating the account opening process for clients within the Markets sector. This role requires a meticulous approach to compliance, attention to detail, and the capability to manage stakeholder relationships effectively. The Officer will collaborate with various internal teams to ensure a seamless onboarding experience for clients, while adhering to regulatory requirements and company policies. Key Components Of The Role Will Include Manage the account opening process for new and existing clients in the financial markets industry Ensure all necessary documentation is obtained and completed accurately Coordinate with internal teams to ensure a smooth and efficient account opening process Provide excellent customer service to stakeholders throughout the account opening process Respond to client inquiries and resolve any issues related to the account opening process Key Responsibilities Strategy Fostering and maintaining dialogue across the SCB global Markets on-boarding network to contribute to enhancing our global client relationships and responding to client needs. Spot opportunity to take on additional responsibilities. Business Onboarding To be responsible for undertaking Due Diligence requirements to ensure adherence to relevant SCB policies on sub funds of Markets clients working with the Risk Control team to ensure all necessary Compliance risks are properly managed and accurate records diligently maintained. Responsible for supporting Markets Onboarding Manager and internal stakeholders for all Regulatory related onboarding matters in the Markets sector. Ensure efficient and timely opening of Markets client accounts Initiation of Account opening requests to enable trading accounts to be opened in the relevant internal systems Identify and escalate blockages in the on-boarding / maintenance processes. Manage the end-to-end process of the relevant account setups and internal approvals. Processes Working closely with Markets Onboarding Managers including Markets management to ensure requests are prioritised in line with Business demand. Ensure that accounts and data is set up to achieve full operational readiness. Liaise through the value chain to ensure all units engaged in Markets account opening readiness successfully complete. Working closely with our Markets Operations group and other operational and administrative areas to ensure the timely set up of client trading infrastructure. Risk Management Due Diligence required to capture all data for a new sub fund opened under an existing IM Responsibilities Governance Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role. Maintain the funds team database. Assist with queries regarding the Static data and Markets Onboarding processes for clients. Ensure that all systems are updated when a request is submitted to the relevant back-office teams. Action relevant static data updates for Markets clients as per instruction from Markets Onboarding Managers. Regulatory & Business Conduct Display exemplary conduct and live by the Groups Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Commit to achieve the outcomes set out in the Banks Conduct Principles: Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment. Effectively and collaboratively identify, escalate, mitigate, and resolve risk, conduct and compliance matters. Key stakeholders Work in partnership all relevant stakeholders effectively within the end-to-end processes, including: Markets Sales Teams Client Onboarding Management Client Management Risk and CDD teams Operational Risk Audit Risk & Controls Governance functions and relevant regulators FMO CLM DAU Crops Other Responsibilities Perform ad-hoc projects as needed. Support remediation teams Provide regular updates to the Markets Onboarding Managers Train new joiners Process/System changes testing Qualifications Minimum of 2 years of experience in account opening or related field Strong understanding of financial markets and products Excellent communication and interpersonal skills Ability to work independently and as part of a team Attention to detail and ability to manage multiple tasks simultaneously Role Specific Technical Competencies Manage Conduct Manage Risk Manage People Operational Process Management Onboarding (CDD and Regulatory Onboarding) Credit Documentation Enablement (Account Opening & Channels Activation) Servicing (Static Data Maintenance, Offboarding) Data Conversion and Reporting About Standard Chartered We&aposre an international bank, nimble enough to act, big enough for impact. For more than 170 years, we&aposve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you&aposre looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can&apost wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you&aposll see how we value difference and advocate inclusion. Together We Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What We Offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Show more Show less

As a Loan Syndication Officer based in Dalhousie, Kolkata, your primary responsibility will be to assist in structuring loan deals that align with client needs and current market conditions. This will involve preparing and reviewing term sheets and credit documentation, as well as developing marketing materials and distributing loans to various participating banks. In this role, you will be expected to manage relationships with lenders and institutional investors, ensuring smooth coordination throughout the end-to-end execution of syndicated loan deals - from negotiations to closing. It will also be crucial to maintain compliance with regulatory requirements and internal policies, while keeping track of loan performance and market trends to provide clients with ongoing support and analysis. The ideal candidate will have a total of 3 years of work experience, with a preference for full-time employment. This position requires in-person work at the designated location.,

Role & responsibilities Sound communication skills • Should have worked in working Capital Products • Knowledge with regards to SL reading & interpretation, Legal Documentation preparation & execution for Working Capital businesses • Compliance of SL conditions • Compliance of Security conditions (Hypothecation, Mortgages, Pledge, Liquid securities etc.) • Should have knowledge of CERSAI and ROC

Role & responsibilities CCSU unit will serve Corporate clients of Branches in Western Mumbai side , enjoying limits more than 10 Crs (Sister/Associate concerns of these Corporate clients enjoying limits of lesser amount, will also be served by CCSU). CCSU will serve these corporate clients in: Renewal of limits for existing Corporate Clients. Fresh Sanction Issuance of sanction letter, obtaining of compliance and co-ordination with legal and PSM Cell. Processing request of the borrower for Ad-hoc limits. Monitoring of Accounts. Document maintenance. Visit to units and offices of clients. Follow up for their request with CCC, PSM, Legal and any other department of the Bank. Attending / Arranging Consortium meetings on behalf of branch. Sending reminders for renewal/overdue, etc. to clients. Complying with Audit observations of Stock Audit / Statutory Audit / Internal Audit /Concurrent Audit Stock Statement updation on monthly basis/ QIS statement updation on quarterly basis. Exchange of information with other Banks. Follow up for Insurance Renewal and updation in the CBS. CERSAI/ROC charge updation in the system Preferred candidate profile

Are you seeking an exciting opportunity to become part of a dynamic and expanding team in a fast-paced and challenging environment This unique opening invites you to join the Client Advisor Support team to collaborate closely with the Business. As a Client Advisor Support Analyst within the U.S. Private Bank (USPB) team, your role will be pivotal in providing support to Private Bank Advisors and serving as an extension of the global team. Your responsibilities will encompass the entire sales lifecycle, starting from lead generation to client onboarding and engagement. By offering comprehensive intelligence, you will connect all touchpoints throughout the client lifecycle to facilitate new client acquisition and enhance relationships with existing clients. Your adept knowledge of Asset Classes and suites of Funds available through JPM will be instrumental in aligning with the investment needs of Clients. Your key responsibilities will include: - Supporting Private Bank Advisors and collaborating with the global team within the J.P. Morgan Private Bank as a Client Advisor Support Analyst. - Overseeing the sales lifecycle, from lead generation to client onboarding and engagement. - Providing integrated intelligence to enhance client acquisition and deepen relationships with existing clients. - Demonstrating expertise in Asset Classes and JPM's suite of Funds to align with Clients" Investment needs. - Working closely with Advisors throughout the sales lifecycle, including Banker Support, Lead Generation, Client Onboarding, Client Engagement, and Management/Operational Support. - Creating customized Client presentations for Investment Specialists review meetings. - Possessing a fundamental understanding of quantitative and qualitative data. - Developing processes to stay updated on market trends through internal meetings and publications to identify new opportunities and monitor client portfolios for growth possibilities. - Mastering Goals Based Analysis and Portfolio Insights. - Understanding the bank's credit documentation, terms, conditions, structure, and their relevance to transactions. - Resolving exceptions, open items, and transactional issues proactively, assisting in the preparation of presentations and marketing materials, and contributing to various team initiatives. Required qualifications, capabilities, and skills: - Hold a University degree, MBA/CFA/CFP certification, or have 5+ years of professional experience in a similar role. - Possess strong knowledge of Private Bank product offerings and asset classes, with a keen interest in market dynamics and developing expertise. - Exhibit excellent communication (written and verbal), analytical, and organizational skills. - Demonstrate exceptional stakeholder engagement abilities, strong team management experience, and the capacity to navigate a matrix organization. - Proficiency in PowerPoint and Excel is essential. Understand the needs and sensitivities of client management. - Exercise absolute discretion when handling confidential matters and work effectively with minimal supervision in a demanding environment. - Be detail-oriented, results-focused, and have outstanding follow-up and follow-through skills. Flexibility with EMEA/LATAM shifts is required.,

Role & responsibilities Sound communication skills • Should have worked in working Capital Products • Knowledge with regards to SL reading & interpretation, Legal Documentation preparation & execution for Working Capital businesses • Compliance of SL conditions • Compliance of Security conditions (Hypothecation, Mortgages, Pledge, Liquid securities etc.) • Should have knowledge of CERSAI and ROC

About this role: Wells Fargo is seeking a Trade Services Associate In this role, you will: Provide support in retention of existing clients and referral of international banking issues within trade services Issue, advise and direct collections in accordance with Trade Services standards Amend letters of credit and process documentation Identify opportunities for growth opportunity through client referrals Receive direction from leadership while developing understanding of trade services, policies, and procedures Process complex letters of credit documentation Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Required Qualifications: 6+ months of Trade Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging area This is a unique opportunity for you to work in the Client Advisor Support team to partner with the Business. As a Client Advisor Support Analyst within the U.S. Private Bank (USPB) team, you will play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team. You will be responsible for the sales lifecycle, from lead generation to client onboarding and engagement. You will provide fully integrated intelligence, connecting all touch points across the client lifecycle to help promote new client acquisition as well as deepening of books of existing clients. You will have strong knowledge of Asset Classes and suites of Funds offered through JPM and their overall strategies, which is put to good use to match the goals of Clients" Investment needs. You will play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team within the J.P. Morgan Private Bank as a Client Advisor Support Analyst. You will be responsible for the sales lifecycle, from lead generation to client onboarding and engagement. You will provide fully integrated intelligence, connecting all touch points across the client lifecycle to help promote new client acquisition as well as deepening of books of existing clients. Your strong knowledge of Asset Classes and suites of Funds offered through JPM and their overall strategies will be utilized to match the goals of Clients" Investment needs. Your responsibilities will include working with Advisors through the entire sales lifecycle, including: Banker Support, Lead Generation, Client Onboarding, Client Engagement, Management/Operational Support. You will prepare customized Client presentations for Investment Specialists review meetings and have a fundamental understanding of quantitative and qualitative data. Additionally, you will develop processes for following the markets through attending Morning Meetings & other internal meetings and by reading internal and external publications to use current events to generate new opportunities and monitor books for deepening opportunities. You will master understanding of Goals Based Analysis and Portfolio Insights and be familiar with the bank's credit documentation, including the terms and conditions, the structure, and its relevance to a transaction. You will proactively resolve exceptions, open items, and transactional issues and assist the team in preparing presentations and marketing materials, produce ad-hoc and regular management reporting, stress test scenarios, data analysis, and any other team initiatives. The required qualifications, capabilities, and skills include being a University degree holder (including MBA/CFA/CFP) and/or having 5+ years of professional experience in a similar capacity. You should have strong knowledge of Private Bank product offerings, asset class knowledge, an inclination to understand market dynamics and develop expertise, excellent communication (written and verbal), analytical and organizational skills, excellent stakeholder engagement skills, strong team management experience, and ability to navigate a matrix organization. PowerPoint and Excel expertise are required along with a strong understanding of the needs and sensitivities of client management. You should possess absolute discretion when dealing with confidential matters, be able to work under minimal supervision, adaptable to work in a demanding environment, detail-oriented and results-focused, and have exceptional follow-up and follow-through skills. Flexibility with EMEA/LATAM shifts is also required.,

Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter / Term Sheet issued by the business / credit team. Stamp Duty as per Legal Stamp Duty Grid is adhered too. Limits & Collateral Maintenance. CERSAI Maintenance. (Charge Creation & Release) Checker for Mortgage, Hypothecation & Intangible assets - basis terms of sanctions. Updating of PSL for CCOD product basis the PSL template received from business along with TS / SL. Insurance Policy Maintenance (basis terms of Sanction) - information to centrailzed insurance policy maintenance desk. Preparation and releasing the Disbursement Advice to Loan Maintenance Team for disbursement of loans in LPS. (Wherever there is a term loan / WCDL facility at the time of limit setting), Limit loading Instructions (LLI) to Treasury team for treasury products & CMS team for CMS products. Insertions (documents received post disbursement). Deferral Closures (post receipt of requisite document from Business Unit against deferral obtained). Tracking of post disbursement conditions related to Wholesale & Commercial operations in DRS as pre-approved”. Handover of Files (All documents except Title Deeds) & Dockets (Title Deeds – Property wise i.e. for every property mortgaged separate docket is a must) including insertions to DMT for further action & receipt of acknowledgement in ET / Register (in case of non-ET transactions, if any). Handover of PDC / SPDC’s to the Vendor on a weekly basis & receive acknowledgement. Liaison with Auditors & Ensure no audit queries. MIS (Daily Reporting, Pending Status, Insertions). Confirmation to DMT for Release of property & verification of the property documents before releasing to customer / RM / customer service. Signatories for issuance of sanction letter are in accordance to the list of signatories provided by Business & Credit Qualification – Graduate / Post-Graduate

Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter / Term Sheet issued by the business / credit team. Stamp Duty as per Legal Stamp Duty Grid is adhered too. Limits & Collateral Maintenance. CERSAI Maintenance. (Charge Creation & Release) Checker for Mortgage, Hypothecation & Intangible assets - basis terms of sanctions. Updating of PSL for CCOD product basis the PSL template received from business along with TS / SL. Insurance Policy Maintenance (basis terms of Sanction) - information to centrailzed insurance policy maintenance desk. Preparation and releasing the Disbursement Advice to Loan Maintenance Team for disbursement of loans in LPS. (Wherever there is a term loan / WCDL facility at the time of limit setting), Limit loading Instructions (LLI) to Treasury team for treasury products & CMS team for CMS products. Insertions (documents received post disbursement). Deferral Closures (post receipt of requisite document from Business Unit against deferral obtained). Tracking of post disbursement conditions related to Wholesale & Commercial operations in DRS as pre-approved”. Handover of Files (All documents except Title Deeds) & Dockets (Title Deeds – Property wise i.e. for every property mortgaged separate docket is a must) including insertions to DMT for further action & receipt of acknowledgement in ET / Register (in case of non-ET transactions, if any). Handover of PDC / SPDC’s to the Vendor on a weekly basis & receive acknowledgement. Liaison with Auditors & Ensure no audit queries. MIS (Daily Reporting, Pending Status, Insertions). Confirmation to DMT for Release of property & verification of the property documents before releasing to customer / RM / customer service. Signatories for issuance of sanction letter are in accordance to the list of signatories provided by Business & Credit Qualification – Graduate / Post-Graduate

Credit Administration Department (CAD) is the unit tasked with managing the end-to-end post-sanction process for Wholesale Lending Business. Credit Administration Department is responsible for ensuring that the required legal / regulatory stipulated documentation duly executed are in place and underlying security is perfected to enable the Borrower to commence the borrowing. CAD team also ensures that Credit conditions stipulated are complied with, all ongoing monitoring items and deferrals are tracked for adherence by the specified timelines. It is therefore critical that team not only understands the terms of sanction but is also familiar with Banks internal credit policies and Legal / Regulatory landscape. Setting-up of Borrowing limits, ongoing adjustment thereof and maintaining Collaterals and facilitating the loan drawdown are also core deliverables of the team. Job Description: This role will report to the Head of Credit Administration. The incumbent will work closely with the various functions of the Bank (Wholesale Business Units, Credit, Legal and Regulatory Reporting) to always provide high level of service support to our clients, operate within the Bank’s laid down policies, adhere to regulatory guidelines and ensure the risks are mitigated. Interested candidates can mail to jadhav.priyanjali@indusind.com

About this role: Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator In this role, you will: Support performance and overall effectiveness of team, as well as cross-group administrative operations Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management Review credit information of loans for companies and industries Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information Perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation Independently prioritize work and provide day-to-day-work leadership and mentorship to team Lead or contribute to implementation of new or revised processes and procedures Provide guidance and subject matter expertise to immediate team and Commercial Banking Portfolio Management on wide range of information. Required Qualifications: 6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: MBA or MCOM with exposure to Commercial Loan Perform Data Quality Review for Commercial Loans. Read review Credit documents, Security Agreement to understand and interpret different attributes of Wholesale Loan. Candidate must have detailed knowledge of Commercial or Wholesale Loan.