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Indifi Technologies logo

Portfolio Manager - Corporate Banking

2 - 4 years

15 - 19 Lacs

Gurugram

Posted:2 weeks ago| Platform: Naukri logo

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Skills Required

Lending corporate sales portfolio manager business loans B2B sales business development key accounts fintech client onboarding

Work Mode

Work from Office

Job Type

Full Time

Job Description

Source new clients in/ Large corporate segment, analyze financial data of the prospective clients (hence balance sheet analysis, ratio analysis, CMA preparation etc) and then put up the proposal to the sanctioning authority would be tested. Adding good quality new customers to the company to grow Sourcing deals in debt financing of Startups and Corporates Meeting business targets both by volume and revenue and customer number Handling end-to-end activities from acquisition to analysis to presentation of new business cases, get them approved from Credit/risk/compliance and seamless drawdown Owning the end to end customer relationship from sourcing till renewal, maintaining the portfolio of more than 30 Cr at any point of time Maintaining relationship with existing customers and newly acquired customers to ensure painless transaction processing Inter-department coordination to ensure your customer gets best services at all times Negotiating best deal for the company keeping in mind customer interest as well Handling a portfolio of corporates with flagship company turnover of upto INR 100 Cr Role comprises of building existing relationships/acquiring new businesses by effective client engagement & selling of financial products like term loan, working capital loan etc. Involved in relationship development, preparing credit approval memorandum, documentation, post disbursal monitoring and coordinating with multiple internal teams (product, mid-office, back-office/ branch personnel) to ensure high service levels within timelines to corporate customers. Build and maintain strong relationships with corporate clients and Channel Partners. Understand clients' financial goals, challenges, and opportunities.

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Indifi Technologies
Indifi Technologies
indifi.com

Financial Services

Noida

51-200 Employees

5 Jobs

    Key People

  • Rajat Gandhi

    Co-founder & CEO

  • Ravi Kachru

    Co-founder & CTO

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