2031 Term Loan Jobs - Page 16

Role & responsibilities Business development: Identify and generate new leads for working capital loans among small businesses and self-employed individuals. Sales and client management: Acquire new clients, manage existing portfolios, and cultivate long-term relationships. Credit assessment: Evaluate the financial health of potential borrowers, including their cash flow, to ensure loan repayment capacity. Loan structuring: Work with clients to structure working capital loans that meet their specific business needs. Risk management: Identify, assess, and mitigate potential risks associated with lending to small businesses. Cross-selling: Promote and sell other banking products and services t...

Key roles and responsibilities typically include: Credit Evaluation and Analysis: Evaluating and analyzing the creditworthiness of new and existing potential customers seeking working capital loans. Scrutinizing financial statements, credit reports, and payment histories. Conducting thorough risk analyses to assess the degree of risk involved in lending. Conducting personal discussions (PD) and physical visits to the customer's business place, unit, and residence as part of the appraisal process. Decision Making and Policy Adherence: Making informed decisions regarding loan approvals or rejections based on the assessment data and the bank's established credit policy and guidelines. Ensuring ...

Responsibilities Credit appraisal and underwriting : Evaluate customer creditworthiness by analyzing financial statements, credit history, and market trends to approve or reject credit applications. Credit policy management : Develop, implement, and enforce the company's credit policies and guidelines to support sales growth and minimize risk. Working capital management : Directly manage a company's working capital by optimizing cash flow through effective credit management processes. Accounts receivable and collections : Monitor customer accounts, manage overdue payments, and lead collection efforts to ensure timely payment. Cross-functional collaboration : Work closely with sales, finance,...

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : SAP FI CO Finance Good to have skills : SAP FI Asset AccountingMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your day will involve overseeing the application development process and ensuring successful implementation. Roles & Responsibilities:- Expected to be an SME- Collaborate and manage the team to perform- Responsi...

Role & responsibilities Responsible for assessing cases sourced by the Sales team in line with the credit policy, and determining deviations and exceptions. Handling credit underwriting of working capital / channel finance / term loans cases in the mapped region. Conducting on sight/Call based DueDiligence. Prepare Credit Approval Memorandum (CAM) as per policy and discuss the same with the Senior Credit/Underwriting Manager. Preferred candidate profile CA Fresher or up to 1 year experience. Prior work experience of up to 2 year in Credit Underwriting preferable in SME and Wholesale Credit will be preferred.

Role & responsibilities :Manage and service existing portfolio of WC clients including renewal and enhancement of limits • Build strong and effective relationship with Promoters and build client trust and confidence • Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs. • Ensure growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely renewal of limits, Ensure timely closure of all pending PDDs. • Tracking and liaison with customer for submission of any pending stock statements, stock insurance and stock audit compliance. • Visit client locations at frequent intervals to...

Role & responsibilities : .Manage and service existing portfolio of WC clients including renewal and enhancement of limits • Build strong and effective relationship with Promoters and build client trust and confidence • Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs. • Ensure growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely renewal of limits, Ensure timely closure of all pending PDDs. • Tracking and liaison with customer for submission of any pending stock statements, stock insurance and stock audit compliance. • Visit client locations at frequent intervals ...

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...

Asset Coordinator, Asset Executive

We are looking for a dedicated and qualified professional to join our organization in the role outlined below. This position offers an opportunity to contribute to our mission while developing your skills in a collaborative environment. Require Minimum 2+ Years in Working Capital, MSME, Business banking, CCOD, Term loan. On-board and maintain a strong relationship with the Open Market/ DSA/channel Partner to meet the monthly Target. Addition of new Bank customers to the portfolio. Portfolio Management with profitable Income. Target income Generation in the form of Fee and Interest Income. Cross-sell and up-sell various products like Loan cover Insurance and General insurance. Coordination wi...

Role & responsibilities To source loan clients in line with the business plan and target. Creating and maintaining strict credit discipline and ensuring zero default in recovery. Monitor the loan portfolio conduct loan utilization checks and regular monitoring visits. Ensure compliance with policies, procedures & practices and continuously contribute to their improvement. Accurate and timely record keeping and reporting. Understanding customer needs and responding to customer queries & issues to ensure customer satisfaction. Completion of loan contracts by explaining provisions to applicant; obtaining signature and notarization; collecting fees. Any other work assigned to you from time to ti...

About Company Founded in 2011, ReNew, is one of the largest renewable energy companies globally, with a leadership position in India. Listed on Nasdaq under the ticker RNW, ReNew develops, builds, owns, and operates utility-scale wind energy projects, utility-scale solar energy projects, utility-scale firm power projects, and distributed solar energy projects. In addition to being a major independent power producer in India, ReNew is evolving to become an end-to-end decarbonization partner providing solutions in a just and inclusive manner in the areas of clean energy, green hydrogen, value-added energy offerings through digitalisation, storage, and carbon markets that increasingly are integ...

Role & responsibilities Support in achievement of business goals and targets by building a strong business network. Understand competitive landscape and market dynamics and provide necessary feedback to product teams. Manage a team of branch managers to drive client acquisition, deepening of existing relationships and addressing all needs of customers by providing gamut of banking services. Ensure pricing, business process & policies are in organizations best interest. Responsible for building networks to sell multiple products, across locations. Share knowledge with other regions, clusters branches and headquarters on effective practices, competitive intelligence, business opportunities and...

Experience in working capital products and SME market; strong skills in balance sheet analysis and financial ratios Originate new business prospects in the SME sector, manage customer relationships, and cross-sell products Required Candidate profile Profile - Relation Manager - Working Capital Finance, CC, OD, Term Loan, SME Finance - Business Banking Assets (BB ASSETS) For more details pls whatsapp your resume on 7016729984

Role & responsibilities Responsible for acquiring new customers for business banking with a detailed understanding of credit assessment. Knowledge on liability, Forex, trade and client relationships, delinquency management, relationship management, and an analytical mindset. Managing the portfolio effectively through continuous monitoring of accounts and renewals, enhancement, retention and ensuring portfolio hygiene with minimal open deferral and covenants. Develop a superior working relationship with branch banking for cross-leveraging & synergy optimization and work within the overall bank ecosystem with other stakeholders. Evaluate the growth strategy based on competitor analysis and fee...

1. Troubleshooting and Management: Maximizes network performance by monitoring, troubleshooting network problems and outages, scheduling upgrades. Monitor network usage, anticipate problems and suggest solutions. Participate in Major incident bridge to represent Network tower for P1 incidents and work on resolution. 2. Restoration and Resolution: Identify the network issue based on troubleshooting and decide on the actions required to be implemented for resolving the issue. Refer to required KEDB or Knowledge bases for known issues/repetitive issues and resolution steps. Implement the resolution steps, execute, validate and update ticket with steps taken and outcome. 3. Triage: Once the reso...

Your role and responsibilities As a consultant you will serve as a client-facing practitioner who sells, leads and implements expert services utilizing the breadth of IBM's offerings and technologies. A successful Consultant is regarded by clients as a trusted business advisor who collaborates to provide innovative solutions used to solve the most challenging business problems. You will work developing solutions that excel at user experience, style, performance, reliability and scalability to reduce costs and improve profit and shareholder value. Your primary responsibilities include: Build, automate and release solutions based on clients priorities and requirements. Explore and discover ris...

Role & responsibilities Acquisition of new asset relationships through various channels and managing a portfolio of 30-40 BBG relationships depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the BBG customers in order to provide quality service to the customers. To achieve overall business targets on volumes and profitability for BBG customers. To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following complete lead conversion process. Market scoping and identifying the potential customers with wallet share for all BBG customers and product penetration and s...

Job Purpose To run initiatives in line with key objectives of the Business in order to attain the banks objective of business leadership Key Responsibility Areas : Branch Management Lead generation/logins Cross Selling Churn into WC account Call Memos Delinquency management Complaints : CRM / MD / PNO / CRO Educational Qualifications : Any Graduate

We are looking for a ed professional with 4-5 years of experience to join our team as an Assistant Manager - Rural Term Loan in Bajaj Finance Limited, located in the banking/financial services/ stockbroking/securities industry. Roles and Responsibility Manage rural term loan operations to achieve business objectives. Develop and implement strategies to enhance customer satisfaction and loyalty. Collaborate with cross-functional teams to drive business growth. Analyze market trends and competitor activity to identify opportunities. Build and maintain relationships with key stakeholders, including customers and partners. Monitor and control expenses to ensure cost-effectiveness. Job Requiremen...

Role & responsibilities Achieve revenue and portfolio targets for the month/quarter/year To Achieve over all business targets on volumes and profitability for the specific HCF customers. Achieve loan disbursement and asset portfolio budget set for the period under evaluation Achieve CASA and FD targets for the year Achieve revenue targets which will be mix of asset revenue, liability revenue and commission earnings and aim to maximize income. Acquire NTB customer and also build relationship with existing clients for maximizing wallet share on all banking products. Increase market share across equipment loan, term loan and working capital products. Regular Interaction with promoters and senio...

Job Purpose To manage and oversee the credit assessment, approval, and portfolio management of SME customers, ensuring high-quality credit underwriting, minimal NPAs, and compliance with internal and regulatory standards. Key Responsibilities Credit Assessment & Underwriting Evaluate creditworthiness of SME borrowers based on financial statements, business performance, and industry outlook. Conduct detailed financial and cash flow analysis, ratio analysis, and risk assessment. Prepare credit appraisal notes and recommendations for sanctioning authorities. Ensure adherence to internal credit policies and regulatory guidelines (RBI, Basel norms, etc.). Portfolio & Risk Management Monitor portf...

Senior Relationship Manager - Leap Finance (MP) About the role: This role supports study abroad aspirants by providing financial counselling, assessing loan eligibility, and connecting them with suitable lenders. Responsibilities include managing documentation, negotiating loan terms, and maintaining regular communication with students and lenders. The role also involves meeting specific targets for loan processing and approvals. The charter for this role will include: Helping study abroad aspirants by proving financial counselling for best suitable loan, BA, CC & Insurance Providing information about education loan and assessing their profile according to eligibility criteria of different l...

Job Name: Relationship Manager - Retail Agri Job Title: Relationship Manager Business Unit (PA): Retail Agri Team: (Sub team in the PA) : Agri Sales Team Job Purpose: Acquisition, enhancement and retention of customers by providing best possible services and being the dedicated point of contact for customers of Agri sector. Job Responsibilities (JR ): Sourcing and Business Generation Business scoping of geographical market for farming and rural community Sourcing proposals from individual farmers / Co- operative societies / Rural Mandis & Markets / Kissan Clubs / Farmer Producer Organizations etc. Conducting marketing activities for generating new business Work on productivity benchmarks Mar...

Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned Assisting the client’s business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc