2032 Term Loan Jobs - Page 39

About The Role Role 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 Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolio clients Maintaining the service standards set by the bank in collaboration with the service support team Maintain Co-ordial relationships with internal stakeholder and external agencies to generate leads for New to bank Clients. Job Requirement Ability to source High Value Business Banking Accounts Thorough knowledge of Current Account/Trade Account opening/transaction proc...

About The Role Job Role Manage big ticket size clients having group exposure above 5 Cr 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. Achieve a minimum of 15% YOY growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely closure of all pending PDD"™s. Tracking and liaison with customer for any stock statements submissions pending, Stock insurance pending and ensure timely stock audit gets done. Visit to client locations at frequent intervals to stay connected and ensure gro...

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfacti...

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfacti...

Job Description The role entails providing financial solutions to meet the working requirements of business banking customers and ensuring best-in-class relationship management and customer experience to become their banking partner of choice. The role bearer is responsible for asset NTB client acquisition along with liabilities and Forex deepening. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing, and deepening. Roles and Responsibilities Responsible for acquiring new customers for business banking with a detailed understanding of credit assessment. Knowledge on liability, Forex, trade and client relationships, delinq...

Key Responsibilities Client Relationship Management: Manage a portfolio of SME clients. Build and maintain strong relationships with existing and prospective SME customers. Conduct regular client meetings and reviews. Business Development: Identify new business opportunities and acquire new SME clients. Generate leads and convert them into sales for financial products (e.g., Invoice Financing, WCTL/WCDL, Equipment Finance, LRD etc). Credit & Risk Assessment: Analyze financial statements, cash flow, and business models to assess creditworthiness. Prepare and submit credit proposals for approval. Monitor loan performance and take early action on risk indicators. Product Knowledge & Advisory: U...

Job Title: Relationship Manager : Emerging Enterprises Group (EEG) Location: Jetpur & Veraval Experience: 3 to 10 Years Department: Business Banking : Emerging Enterprises Group Key Responsibilities: Plan and conduct regular branch visits and joint client meetings to generate business leads Identify and engage prospective clients through catchment area activities and referrals Conduct client meetings to understand financial requirements and guide on documentation Review financial statements and coordinate for legal and technical due diligence Prepare credit proposals, update system entries (SPE), and ensure timely file submission Proactively manage loan renewals, ensuring complete documentat...

Job Title: Relationship Manager : Emerging Enterprises Group (EEG) Location: Jetpur & Veraval Experience: 3 to 10 Years Department: Business Banking : Emerging Enterprises Group Key Responsibilities: Plan and conduct regular branch visits and joint client meetings to generate business leads Identify and engage prospective clients through catchment area activities and referrals Conduct client meetings to understand financial requirements and guide on documentation Review financial statements and coordinate for legal and technical due diligence Prepare credit proposals, update system entries (SPE), and ensure timely file submission Proactively manage loan renewals, ensuring complete documentat...

Key Responsibility 1. Overview of day to day matters of banking & treasury operations. 2. Invoice processing and checking. 3. Providing guidance and support to the credit team, Overseeing the evaluation of all credit proposals. 4. CMA Preparation & Working Capital Assessment. 5. Opening BGs, LCs, CCs, and Term Loan review of documents 6. Foreign Transaction and coordinate with Group company treasury dep. 7. Liaising with bank and handling banking financial instruments 8. Preparing monthly stock statement for bank requirement 9. MIS for funds management, Finance Cost, LC payments/foreign payments. 10. Preparing other management reports using ERP. 11. Underwriting of loan proposals and sending...

Role Overview The Relationship Manager Emerging Enterprises Group will be responsible for acquiring, managing, and nurturing MSME/SME clients by providing comprehensive banking solutions. The role involves driving asset and liability growth , enhancing client relationships, and ensuring high standards of service delivery in line with the banks strategic goals. Key Responsibilities Business Development & Acquisition Identify and acquire new clients in the MSME/SME segment through proactive business development. Map local markets and generate leads for Working Capital, Term Loans, Trade Finance, Forex, and other banking products. Cross-sell liability, insurance, and investment products to maxi...

Role Description The role will involve: To perform day to day activities related with operations. Responsible for the processing of requests and documents received by the bank under a Letter of Credit or Documentary Collection or Guarantee/Standby Letter of Credit. Controlling all documentation related to export and import bills Capturing data from related documents and inputting it into the trade finance processing platform Mitigating operation and regulatory risks Pro-active follow up and manage expectation with different stakeholders including client to take care of pending issues. Manage and escalate issues on a precise, timely manner, identify root cause, and come up resolution. Keep tr...

Actively sourcing and acquiring SME and Emerging Corporate clients across a spectrum of industries, including Manufacturing, Engineering, Chemicals, Pharma, Textiles, and Logistics. Conducting thorough credit and risk analyses to inform sound decision-making, while adeptly preparing credit notes to facilitate smooth deal structuring. Ensuring seamless document fulfillment and timely disbursement of credit facilities Working alongside the leadership and risk team to structure competitive deals and onboard clients effectively. Collaborating with the leadership to identify and capitalize on new growth clusters and industries Building and leveraging a strong network within industry circles to ex...

Key Responsibilities Sourcing and Relationship Management of MSMEs engaged in the Sustainability segment agriculture, manufacturing and services. Achievement of sales targets for various loan products targeted at the Clean Energy, Clean Mobility, Renewables, Waste Management, Agri-Tech, Sustainable Habitats, Water, Sanitation and related verticals. Assess market trends and customer requirements to identify opportunities. Compliance with all regulatory requirements and internal policies. Collaborate with all internal stakeholders to ensure timely processing of customer requirements related to loan application, disbursals and servicing. Key Skills Prior experience in SME lending, covering work...

Key Responsibilities Sourcing and Relationship Management of MSMEs engaged in the Sustainability segment agriculture, manufacturing and services. Achievement of sales targets for various loan products targeted at the Clean Energy, Clean Mobility, Renewables, Waste Management, Agri-Tech, Sustainable Habitats, Water, Sanitation and related verticals. Assess market trends and customer requirements to identify opportunities. Compliance with all regulatory requirements and internal policies. Collaborate with all internal stakeholders to ensure timely processing of customer requirements related to loan application, disbursals and servicing. Key Skills Prior experience in SME lending, covering work...

As a Relationship Manager in the Banking industry, your primary responsibility will involve coordinating with panel advocates and engineers for title opinion and valuation of properties in accordance with extant guidelines. You will be responsible for generating leads, meeting potential customers to drive new customer acquisition, and performing necessary KYC/customer validation, due diligence, and market enquiry while collecting required data/information as per checklist. Your role will also include verifying references, conducting necessary unit and security visits, ensuring completeness of documents, reviewing financials/bank statements, and initiating the Login Activity. Additionally, yo...

As a Relationship Manager in the Retail Banking Sales function of the Banking industry, your primary responsibility will be to acquire new customers in the MSME segment for loans up to Rs. 5 Crores and manage customer relationships across mapped branches/geography. You will be expected to generate leads, meet potential customers, and drive the acquisition of new customers. Conducting necessary KYC/customer validation, due diligence, market enquiry, and collecting required data/information are crucial aspects of your role. Additionally, verifying references, conducting unit and security visits, reviewing financials/bank statements, and starting the Login Activity are part of your responsibili...

As a Retail Asset Finance professional, your responsibilities will include managing a portfolio of products such as Construction Equipment, Commercial Vehicles, Piling Rigs, RMC equipment, Aerial Work Platforms, Crawler & All Terrain Cranes, and more. You will be tasked with providing appropriate credit facilities for funding these assets and ensuring efficient monitoring and control of accounts to maintain a zero Non-Performing Assets (NPA) status. Your role will also involve assessing fund-based facilities like Cash Credit, Term Loan, Bills Discounting, as well as non-fund based facilities such as Letter of Credit and Bank Guarantees for both existing and prospective clients. It will be cr...

Culture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targetsExecute with Rigor - Takes responsibility for meeting targets with focus and effortOwn It - Maintains honesty and fairness in all interactions in line with organizations policiesAct with Integrity Duties and Responsibilities Achieving & exceeding Business goals and targets for Personal Loan. Identifying referral network Required Qualifications and Experience Minimum graduate with 2 to 3 Years of Exp in Branch Sales

Culture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targetsExecute with Rigor - Takes responsibility for meeting targets with focus and effortOwn It - Maintains honesty and fairness in all interactions in line with organizations policiesAct with Integrity Duties and Responsibilities Achieving & exceeding Business goals and targets for Personal Loan. Identifying referral network Required Qualifications and Experience Minimum graduate with 2 to 3 Years of Exp in Branch Sales

Project Role : Application Developer Project Role Description : Design, build and configure applications to meet business process and application requirements. Must have skills : Oracle CC&B Technical Architecture Good to have skills : NA Minimum 7.5 year(s) of experience is required Educational Qualification : Bachelors degree in Computer Science Engineering or a related field or equivalent experience Summary :As an Application Developer, you will design, build, and configure applications to meet business process and application requirements. Your typical day will involve collaborating with the team to perform as subject matter experts, making team decisions, and engaging with multiple team...

Culture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targetsExecute with Rigor - Takes responsibility for meeting targets with focus and effortOwn It - Maintains honesty and fairness in all interactions in line with organizations policiesAct with Integrity Duties and Responsibilities IBA Identification, Management and Deliverables:1) Screening of potential IBAs basis fitment and profile2) Fulfilling of required criteria before profile is sent for enrollment3) Discrepancy resolution with central support team4) Daily connect with IBAs recruited and update on KPIs5) Drive IBA Log in and Talk Time metrics6) Lead and business generation per business p...

Culture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targetsExecute with Rigor - Takes responsibility for meeting targets with focus and effortOwn It - Maintains honesty and fairness in all interactions in line with organizations policiesAct with Integrity Duties and Responsibilities IBA Identification, Management and Deliverables:1) Screening of potential IBAs basis fitment and profile2) Fulfilling of required criteria before profile is sent for enrollment3) Discrepancy resolution with central support team4) Daily connect with IBAs recruited and update on KPIs5) Drive IBA Log in and Talk Time metrics6) Lead and business generation per business p...

Culture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targetsExecute with Rigor - Takes responsibility for meeting targets with focus and effortOwn It - Maintains honesty and fairness in all interactions in line with organizations policiesAct with Integrity Duties and Responsibilities IBA Identification, Management and Deliverables:1) Screening of potential IBAs basis fitment and profile2) Fulfilling of required criteria before profile is sent for enrollment3) Discrepancy resolution with central support team4) Daily connect with IBAs recruited and update on KPIs5) Drive IBA Log in and Talk Time metrics6) Lead and business generation per business p...

Culture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targetsExecute with Rigor - Takes responsibility for meeting targets with focus and effortOwn It - Maintains honesty and fairness in all interactions in line with organizations policiesAct with Integrity Duties and Responsibilities IBA Identification, Management and Deliverables:1) Screening of potential IBAs basis fitment and profile2) Fulfilling of required criteria before profile is sent for enrollment3) Discrepancy resolution with central support team4) Daily connect with IBAs recruited and update on KPIs5) Drive IBA Log in and Talk Time metrics6) Lead and business generation per business p...

Culture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targetsExecute with Rigor - Takes responsibility for meeting targets with focus and effortOwn It - Maintains honesty and fairness in all interactions in line with organizations policiesAct with Integrity Duties and Responsibilities Achieving & exceeding Business goals and targets for Personal Loan. Identifying referral network Required Qualifications and Experience Minimum graduate with 2 to 3 Years of Exp in Branch Sales