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Jubilant Capital
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Customer Relationship Executive

Customer Relationship Executive

Jubilant Capital

5 - 8 years

|

3 - 4 Lacs

hosur tiruchirapalli coimbatore

Posted:2 days ago| Platform:

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Skills Required

financial statements

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Credit analysis, loan underwriting, or credit risk functions within BFSI or NBFC sectors.
Strong understanding of internal credit frameworks, RBI guidelines, and industry benchmarks
Strong analytical skill and proficiency in ratio analysis, credit scoring models, and financial statement review
Hands-on experience with credit evaluation tools, portfolio dashboards, and documentation systems
Prepared and maintained accurate financial records, including journal entries, reconciliations, and general ledger accounts
Managed accounts payable and receivable, ensuring timely invoice processing, vendor payments, and collections.
Reconciled bank statements and resolved discrepancies efficiently and accurately
Handled client inquiries, providing assistance with financial statements and reports.
Performed monthly bank and credit card reconciliations to ensure data accuracy
Maintained organized financial records for audits and internal review
Supported audit teams in performing substantive testing and verifying transaction records
Assisted in client communication and preparation of audit reports under senior supervision
Visit to Client place for verification of property and documentation
Managing team and ability to lead and review credit analyst teams, assign limits, and manage approval hierarchies.
Good communication skill in preparing credit notes, presenting to committees, and communicating with relationship teams
Consistency in documentation, audit preparedness, and compliance tracking

Preferred candidate profile

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Jubilant Capital

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