83 Sme Finance Jobs - Page 4

Role & responsibilities Generating leads and meeting potential customers to drive acquisition of new customers. Perform necessary KYC/customer validation / due diligence / market enquiry and collect required data / information as per check list. Verify references and conduct necessary unit and security visits, completeness of documents, review financials/bank statements for churn, bounces, and interest servicing and start the Login Activity. Do the necessary internal co-ordination to obtain sanction and issuance of sanction letter within the stipulated timelines. Ensure overall achievement of individual targets. Coordinate with panel advocates and engineers for title opinion and valuation of properties as per extant guidelines. Create and execute necessary documents, MOD, filing ROC, CERSAI, etc. Ensure the creation of limits in core banking and the disbursal of sanctioned limits within timelines. Complete monitoring of the account on an ongoing basis until the next renewal. Maintain cordial relationship with the Branch for leads and servicing of the clients.

Role & responsibilities Generating leads and meeting potential customers to drive acquisition of new customers. Perform necessary KYC/customer validation / due diligence / market enquiry and collect required data / information as per check list. Verify references and conduct necessary unit and security visits, completeness of documents, review financials/bank statements for churn, bounces, and interest servicing and start the Login Activity. Do the necessary internal co-ordination to obtain sanction and issuance of sanction letter within the stipulated timelines. Ensure overall achievement of individual targets. Coordinate with panel advocates and engineers for title opinion and valuation of properties as per extant guidelines. Create and execute necessary documents, MOD, filing ROC, CERSAI, etc. Ensure the creation of limits in core banking and the disbursal of sanctioned limits within timelines. Complete monitoring of the account on an ongoing basis until the next renewal. Maintain cordial relationship with the Branch for leads and servicing of the clients.

Role & responsibilities Generating leads and meeting potential customers to drive acquisition of new customers. Perform necessary KYC/customer validation / due diligence / market enquiry and collect required data / information as per check list. Verify references and conduct necessary unit and security visits, completeness of documents, review financials/bank statements for churn, bounces, and interest servicing and start the Login Activity. Do the necessary internal co-ordination to obtain sanction and issuance of sanction letter within the stipulated timelines. Ensure overall achievement of individual targets. Coordinate with panel advocates and engineers for title opinion and valuation of properties as per extant guidelines. Create and execute necessary documents, MOD, filing ROC, CERSAI, etc. Ensure the creation of limits in core banking and the disbursal of sanctioned limits within timelines. Complete monitoring of the account on an ongoing basis until the next renewal. Maintain cordial relationship with the Branch for leads and servicing of the clients.

Responsibilities Support core financial planning processes (Month-end closing, Forecast, AOP, etc.) through data collection, verification and processing, to ensure timely submission to GBS and Sector, looking for automation, digitalization and streamlining of current processes Work closely with Finance and Non-Finance stakeholders (Sales Finance, Supply Chain Finance, FP&A, Control, etc.) supporting and ensuring a robust and working solution across PBNA Work closely with the IT/consulting houses to test the system as it is being developed and drive enhancements Escalate issues as they arise to the IT and Business design team - coordinate action plans in response to findings and ensure timely resolution Ensure linkages between cubes exist (e.g. sales demand to COGS volume) master data connections are mapped Qualifications Minimum 3 years prior experience with Planning/Forecasting and/or strong analytical skills, Advanced expertise in MS-Excel; Knowledge of Financial systems (SAP, TM1) Proficiency in English Good understanding of business processes related to financial planning and control Experience with collaborative and proactive work with multi-functional teams

Role & responsibilities To execute sales operations and source/ manage ground-level client relationships for the SME D2C, through consumer reference, connectors, direct sourcing etc. in line with assigned sales targets and focus areas. It also coordinates with Risk and Operations teams to ensure compliant and efficient sales operations, and portfolio health. To effectively contribute towards building the SME line of business and loan book by marketing/ selling all products (LAP/LRD) and solutions to potential and existing customers at targeted yields and fee through a strong market analysis and client base.. To strengthen business network through the identification and sourcing of consumer base, through knowledge sharing and capability building To ensure client acquisition through effective networking, organizing local area programs, direct client sourcing, cross-selling through group (ABG group companies). To ensure all necessary due diligence is conducted to prevent fraudulent loans and ensure all sales processes are carried out in keeping with internal and regulatory guidelines Preferred candidate profile Perks and benefits

Mission of the Function Ensures integrity of Books and Records Reviews and monitors key KPI's for OTC Responsible for identifying and implementing policy changes / guidelines to ensure operational efficiency of OTC KPI's Key SPOC for IFRS-15 Dimension and Volume of the Function : Business Volume of 25'0 Billion INR for In-Vivo Business in India Contacts Country Management, BA Management, BL Management, Sales Management, Service Management, Project Management, Logistics, Taxation, Accounting & Controlling, Performance Controlling, Auditors, O2O Team, O2C Team Priorities : To execute effective mechanism for review and and analysis of various Balance Sheet Accounts such as FA, UBC, Inventory, Accruals etc Responsible for IFRS compliance including Revenue Recognition To be a key participant in digitalisation / automation of current manual / excel based processes Reviewing and monitoring of key KPI's for OTC - Revenue FC, Inventory, DIO, DSO , Cycle Time, NCC Responsible for identification of digitalization opportunities and driving them along with Business, Digi and IT team To ensure timely monthly closing entries including entries related to Accruals, Guideline Based Provisions Analyze financials (Balance Sheet and P&L) and provide improvement areas after assessing root causes. Closely work with Business Stakeholders to address such issues Set-up effective and efficient processes to ensure smooth month-end closing practices on Revenue, Accruals, Provisions etc

Job Role - Relationship Manager Location-Nashik/Nagpur/Ichalkaranji/Kolhapur Department - Emerging Enterprise Group Job Description - To run initiatives in line with key objectives of the Business in order to attain the banks objective of business leadership Key Responsibilities: Develop and execute business strategies to enhance profitability and efficiency within the SME sector. Manage and grow relationships with key SME clients, ensuring their financial needs are met and aligning bank services with their business goals. Lead EEG initiatives that contribute to market leadership and innovation in SME banking. Collaborate with cross-functional teams to develop customized financial solutions that address client-specific challenges. Monitor financial market trends to identify opportunities for new client engagement and services expansion. Ensure compliance with all regulatory requirements and internal policies. Analyze and report on business performance, providing actionable insights to senior management. Educational Qualifications/Key Skills: Educational Background C.A, MBA, Graduate Interpersonal Skills Coordination with multiple teams & multiple activities Share your profiles on omkar.kunsi@hdfcbank.com Mail Title - EEG_Name_Location

Roles and Responsibilities The objective of the Relationship Manager Working Capital Finance is to originate new business prospects within the Small and Medium Enterprise (SME) sector through direct sourcing and open market channels. This role involves acquiring and managing customer relationships, taking proposals to the disbursement stage, generating revenue, and cross-selling products to SME clients for the business banking group. Profile - Relation Manager - Working Capital Finance, CC, OD, Term Loan, SME Finance - Business Banking Assets (BB ASSETS) Acquiring and Managing working capital customers (Channel Finance, Trade & Forex, CGTMSE limit, Bank Experience in Working Capital Products SME market specialising in asset business is the primary requirement. Acquisition of New-to-Bank Business banking relationships with Knowledge Banking approach. Sourcing of new bank accounts through various channels and enhancing the portfolio based on customer requirements Strong skills in balance sheet analysis, financial ratios, and security documentation on SME term Loan working capital well networked in the local Business Banking market, preferably having worked in similar geography and profile. Knowledge of SME clients acquisition for Banks. Manage working capital clients under Small Enterprise Group Segment (Turn over from 10 crores to 250 Crores). Portfolio Management-Monitoring the portfolio of accounts on time. Maintain relationships with business banking to originate business with complex customers (Manage relationship with the customers by increasing the book size) Maintain hygiene of the customers portfolio, managing sourcing phase to approval, execution of docs, loading of limit, servicing & credit monitoring stage. Cross sell to the existing customers (LI, GI & Loan secured) Dealing with business/sales team for development of new working capital products in accordance to priority sector lending requirement Coordinate technical team for the valuation of the properties. Increasing the IPH and CTG to ensure revenue maximisation. To achieve overall business targets on volumes and profitability for BBG customers. Good working experience in assert loan is accepted. Prior Experience in working capital sales is mandatory Grade:Manager Interested candidate do share your resume to ssrinand.balaji@axisbank.com