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2.0 - 6.0 years
0 Lacs
punjab
On-site
**Job Description** As a Relationship Officer at Kuber Financial Services Private Limited, you will play a crucial role in managing client relationships and providing tailored financial solutions to meet their needs. Your responsibilities will include assessing client financial positions, recommending appropriate credit products, and ensuring high levels of customer satisfaction. Moreover, you will collaborate with various stakeholders, maintain client records, and work towards achieving business targets. **Key Responsibilities** - Assess client financial positions and recommend suitable credit products - Provide customized financial solutions based on client business requirements - Coordina...
Posted 2 months ago
2.0 - 6.0 years
0 Lacs
maharashtra
On-site
As a Treasury Manager/Sr. Manager - Front/Mid Office, your role involves supporting fund-raising activities, coordination with banks, financial institutions, and overseas investors. Your key responsibilities include: - Handling fund-raising activities for the Company by sourcing new lenders such as banks (PSU and Private Banks), impact lenders, and financial institutions. - Managing existing lender relationships and working on enhancing them at better pricing and covenants. - Demonstrating a good understanding of various borrowing instruments like Term loans, ECBs, PTCs, DA, NCDs, and CPs. - Coordinating and arranging various lenders" requirements concerning fund-raising activities like Due ...
Posted 2 months ago
5.0 - 10.0 years
13 - 18 Lacs
chennai
Work from Office
Client Acquisition: Identify and acquire business from large/mid corporates and SMEs for Working Capital, Term Loans, Credit Rating, Private Equity, and Trade Finance. Relationship Management: Build and maintain strong relationships with clients
Posted 2 months ago
8.0 - 12.0 years
0 Lacs
hyderabad, telangana
On-site
As a Senior Analyst/Team Leader/AM in the Reporting & Performance (R&P) department at CES in Hyderabad, you will play a crucial role in delivering technology-enabled analyses and reporting to clients and investment professionals globally. Your responsibilities will include: - Producing analyses and reports for various client strategies on a recurring and ad hoc basis - Responding to quantitative inquiries related to strategic and capital raising initiatives - Mastering in-house system technology to efficiently source data and create new data extracts - Developing subject matter expertise on assigned strategies and being a resource to organizational partners You will also be expected to: - Ut...
Posted 2 months ago
2.0 - 6.0 years
0 Lacs
maharashtra
On-site
Role Overview: You will be responsible for sales of loan products, primarily focusing on business loans such as cash credit and term loans. Your main tasks will involve engaging with clients, pitching loan products effectively, and understanding their loan requirements. Key Responsibilities: - Sales of loan products, with a focus on business loans like cash credit and term loans - Engaging with clients to pitch loan products and understand their loan requirements - Utilizing your experience in the loan sector to effectively sell loan products - Demonstrating strong communication skills to build relationships with clients and close sales Qualifications Required: - Prior experience in sales of...
Posted 2 months ago
12.0 - 18.0 years
15 - 20 Lacs
thane, navi mumbai
Work from Office
Lead finance, treasury & fund management. Manage banking proposals, loans & credit facilities. Handle LCs, forex, & cash flow. Oversee budgeting, MIS, audits, GST, FEMA. Enforce ERP-based controls & liaise with banks, auditors, ensuring discipline.
Posted 2 months ago
3.0 - 7.0 years
0 Lacs
ahmedabad, gujarat
On-site
Role Overview: You will be responsible for acquiring New to Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach. Additionally, you will be tasked with building the Asset Book by offering Working Capital Facilities and Term Loans to MSME Clients. Key Responsibilities: - Acquire New to Bank Business Banking MSME relationships by utilizing the CRM and Knowledge Banking approach - Engage regularly with colleagues in Branch Banking and MSME Associations Office Bearers to meet a minimum of 2 MSME Clients daily - Build the Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients - Develop the Liability Book by offering Current Accounts, S...
Posted 2 months ago
4.0 - 8.0 years
0 Lacs
kolkata, west bengal
On-site
As a candidate for this role, you are required to have a strong understanding of Term loans, Working capital, and structural products. The role is sector agnostic and involves various key skills such as: - Conducting due diligence of corporate, group, and promoters - Analyzing financials - Understanding the Industry and Market dynamics related to proposals and applying this knowledge in Credit assessments and risk mitigation - Conducting site visits and engaging in personal discussions with Promoters/CFO - Preparing credit notes and specifying deal-specific covenants - Ensuring adherence to Internal Credit Policies and documenting any deviations in the Credit Note - Providing approval/recomm...
Posted 2 months ago
2.0 - 7.0 years
5 - 11 Lacs
pune, jalna
Work from Office
Job Description: We are looking for experienced Relationship Managers handling Working Capital, CC, OD, and Term Loans in the retail / SME segment . The ideal candidate should have a strong understanding of business banking products and proven experience in managing and growing customer portfolios. Key Responsibilities: Manage and grow a portfolio of retail & SME clients . Source and process Working Capital, Cash Credit (CC), Overdraft (OD), and Term Loan proposals. Analyze financial statements, ITRs, and banking profiles for credit assessment. Ensure timely renewals , account monitoring, and compliance with bank norms. Drive new client acquisition through branch and market references. Maint...
Posted 2 months ago
2.0 - 7.0 years
5 - 11 Lacs
nagpur, nashik, latur
Work from Office
Job Description: We are looking for experienced Relationship Managers handling Working Capital, CC, OD, and Term Loans in the retail / SME segment . The ideal candidate should have a strong understanding of business banking products and proven experience in managing and growing customer portfolios. Key Responsibilities: Manage and grow a portfolio of retail & SME clients . Source and process Working Capital, Cash Credit (CC), Overdraft (OD), and Term Loan proposals. Analyze financial statements, ITRs, and banking profiles for credit assessment. Ensure timely renewals , account monitoring, and compliance with bank norms. Drive new client acquisition through branch and market references. Maint...
Posted 2 months ago
2.0 - 7.0 years
5 - 11 Lacs
ahmedabad
Work from Office
Job Description: We are looking for experienced Relationship Managers handling Working Capital, CC, OD, and Term Loans in the retail / SME segment . The ideal candidate should have a strong understanding of business banking products and proven experience in managing and growing customer portfolios. Key Responsibilities: Manage and grow a portfolio of retail & SME clients . Source and process Working Capital, Cash Credit (CC), Overdraft (OD), and Term Loan proposals. Analyze financial statements, ITRs, and banking profiles for credit assessment. Ensure timely renewals , account monitoring, and compliance with bank norms. Drive new client acquisition through branch and market references. Maint...
Posted 2 months ago
2.0 - 7.0 years
5 - 11 Lacs
vapi, palanpur
Work from Office
Job Description: We are looking for experienced Relationship Managers handling Working Capital, CC, OD, and Term Loans in the retail / SME segment . The ideal candidate should have a strong understanding of business banking products and proven experience in managing and growing customer portfolios. Key Responsibilities: Manage and grow a portfolio of retail & SME clients . Source and process Working Capital, Cash Credit (CC), Overdraft (OD), and Term Loan proposals. Analyze financial statements, ITRs, and banking profiles for credit assessment. Ensure timely renewals , account monitoring, and compliance with bank norms. Drive new client acquisition through branch and market references. Maint...
Posted 2 months ago
2.0 - 7.0 years
5 - 11 Lacs
vapi, gandhinagar, vadodara
Work from Office
Job Description: We are looking for experienced Relationship Managers handling Working Capital, CC, OD, and Term Loans in the retail / SME segment . The ideal candidate should have a strong understanding of business banking products and proven experience in managing and growing customer portfolios. Key Responsibilities: Manage and grow a portfolio of retail & SME clients . Source and process Working Capital, Cash Credit (CC), Overdraft (OD), and Term Loan proposals. Analyze financial statements, ITRs, and banking profiles for credit assessment. Ensure timely renewals , account monitoring, and compliance with bank norms. Drive new client acquisition through branch and market references. Maint...
Posted 2 months ago
2.0 - 7.0 years
5 - 11 Lacs
ahmedabad, rajkot, surat
Work from Office
Job Description: We are looking for experienced Relationship Managers handling Working Capital, CC, OD, and Term Loans in the retail / SME segment . The ideal candidate should have a strong understanding of business banking products and proven experience in managing and growing customer portfolios. Key Responsibilities: Manage and grow a portfolio of retail & SME clients . Source and process Working Capital, Cash Credit (CC), Overdraft (OD), and Term Loan proposals. Analyze financial statements, ITRs, and banking profiles for credit assessment. Ensure timely renewals , account monitoring, and compliance with bank norms. Drive new client acquisition through branch and market references. Maint...
Posted 2 months ago
5.0 - 10.0 years
0 Lacs
chennai, tamil nadu, india
On-site
Job Requirements Role/ Job Title: Relationship Manager Commercial Banking Function/ Department: Commercial Banking Job Purpose Own end?to?end acquisition and relationship management of mid?corporate clients to deliver sustainable revenue and book growth across assets and liabilities, with a strong focus on new?to?bank (NTB) acquisition and activation and on cross?sell of transaction banking products e.g., Cash Management Services (CMS), Trade Servicesand treasury/FX solutions, while maintaining portfolio quality, ensuring compliance with risk policies, and orchestrating seamless service through cross?functional collaboration Roles & Responsibilities Acquire new mid-corporate clients and onbo...
Posted 3 months ago
5.0 - 10.0 years
0 Lacs
mumbai, maharashtra, india
On-site
Job Requirements Role/ Job Title: Relationship Manager Commercial Banking Function/ Department: Commercial Banking Job Purpose Own end?to?end acquisition and relationship management of mid?corporate clients to deliver sustainable revenue and book growth across assets and liabilities, with a strong focus on new?to?bank (NTB) acquisition and activation and on cross?sell of transaction banking products e.g., Cash Management Services (CMS), Trade Servicesand treasury/FX solutions, while maintaining portfolio quality, ensuring compliance with risk policies, and orchestrating seamless service through cross?functional collaboration Roles & Responsibilities Acquire new mid-corporate clients and onbo...
Posted 3 months ago
5.0 - 10.0 years
15 - 25 Lacs
chennai, bengaluru
Work from Office
Urgent Job Opening with leading bank Role- Business Banking/ Mid Corporate Relationship Manager- Working Capital Responsibilities: Acquire and manage a portfolio of SME clients in the lending space. Handle Working Capital Loans and Term Loans for SME customers. Develop and maintain strong relationships with SME clients. Requirements: Minimum of 7-10 years of relevant experience in acquisition and portfolio management in SME lending (from Banks or NBFCs). In-depth knowledge of SME loans and financial products. Excellent relationship management skills. Locations: Chennai, Bangalore, Interested candidates can share profiles to 7305390183
Posted 3 months ago
15.0 - 20.0 years
20 - 35 Lacs
hyderabad, chennai, bengaluru
Work from Office
Urgent Job Opening with leading bank Role- Cluster head- Business Banking- Working Capital Responsibilities: To mange the team of Relationship Managers and drive business for Geography Acquire and manage a portfolio of SME clients in the lending space. Handle Working Capital Loans and Term Loans for SME customers. Develop and maintain strong relationships with SME clients. Requirements: Minimum of 12- 15 years of relevant experience in acquisition and portfolio management in SME lending (from Banks or NBFCs). In-depth knowledge of SME loans and financial products. Excellent relationship management skills. Locations: Chennai Interested Candidates can share profiles to anandhi@avglobaladvisory...
Posted 3 months ago
3.0 - 8.0 years
8 - 18 Lacs
hyderabad, pune, bengaluru
Work from Office
Job Title: Relationship Manager (B2B Secured Lending) Company: Satin Finserv Limited Locations: Delhi NCR, Pune, Bangalore, Hyderabad, Mumbai Experience: 4 to 10 years CTC: 15 - 20 LPA Industry: NBFC / Financial Services / Green Finance Employment Type: Full Time, Permanent Preferred Candidates: From NBFCs (preferred), then Banks | CA preferred Job Description Satin Finserv Limited is hiring experienced Relationship Managers , focusing on secured B2B lending to MSMEs engaged in sustainability-driven sectors. Key Responsibilities Relationship Managers will handle a balanced portfolio comprising both Green Finance (50%) and Conventional Lending (50%) sectors. Source and onboard MSMEs from the ...
Posted 3 months ago
12.0 - 16.0 years
0 Lacs
kolkata, west bengal
On-site
As a part of the Corporate Finance team at India Power, you will play a crucial role in various key activities such as fundraising, debt syndication, risk management, and corporate strategy. Your responsibilities will involve: - Driving fundraising and debt syndication activities through domestic and foreign banks, financial institutions, and investors. - Preparing financial models and information memorandums/proposals for Term Loans, Working Capital Loans, Bank Guarantees, and Letters of Credit. - Liaising with banks, financial institutions, and investors for credit limits and ongoing proposals, ensuring compliance with financial regulations. Additionally, you will be responsible for managi...
Posted 3 months ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
Role Overview: The Corporate and Investment Banking division at DBS offers corporate clients a range of commercial banking products and services, such as cash management, current accounts, time deposits, trade finance, working capital finance, term loans, and foreign exchange facilities. DBS has built enduring relationships with clients in the region by focusing on personalized account management, service excellence, innovative products, and stringent credit standards. Key Responsibilities: - Identify and acquire new-to-bank (NTB) clients and manage relationships with both new-to-bank and existing-to-bank (ETB) clients, specifically mid to large-sized companies. - Drive liabilities sales by ...
Posted 3 months ago
5.0 - 10.0 years
12 - 19 Lacs
mumbai suburban, navi mumbai, mumbai (all areas)
Work from Office
Knowledge of banking products, Debt Capital Markets and Treasury function, Interest Rates Proficient with MS Office Applications like advance Excel & Power point Presentations Working knowledge of SAP TRM Knowledge of settlement cycles, day count conventions` Excellent interpersonal (verbal and written) communication skills Should possess the ability to handle a variety of responsibilities in a given timeline Documentation of Term Loans, ECB, NCDs & CPs Ensure timely settlement of all payments to the lenders including CP, NCD, ECB & Bank lines • Co-ordinate with banks to ensure update repayment schedules in the system, timely repayment of principal & interest • Check interest calculations of...
Posted 4 months ago
5.0 - 9.0 years
0 Lacs
delhi
On-site
The candidate must possess a thorough understanding of products such as Term loans, Working capital, and structural products. The role does not have a specific sector focus and requires the following skills: - Conducting due diligence on corporate entities, groups, and promoters. - Analyzing financial statements. - Understanding industry and market dynamics related to proposals and applying this knowledge in credit assessments and risk mitigation. - Conducting site visits and holding personal discussions with promoters or CFOs. - Creating credit notes with specific deal covenants. - Ensuring compliance with internal credit policies and documenting any deviations in the credit notes. - Approv...
Posted 4 months ago
2.0 - 6.0 years
0 Lacs
maharashtra
On-site
You will be responsible for selling loan products, specifically focusing on business loans such as cash credit and term loans. Your role will involve utilizing your experience in the loan sector to effectively communicate with clients, pitch loan products, and accurately assess their loan requirements. This is a full-time position with the opportunity for performance bonuses. The work location for this role will be in person.,
Posted 4 months ago
1.0 - 5.0 years
0 Lacs
chennai, tamil nadu
On-site
The Loan Doc & Proc Analyst 1 role is a trainee professional position that requires a good understanding of various processes, procedures, and systems necessary for carrying out assigned tasks. You should have a basic grasp of the underlying concepts and principles relevant to the job. It is essential to comprehend how your team interacts with others to achieve common goals. Your role involves making evaluative judgments based on factual information and resolving problems by applying acquired technical experience, guided by precedents. Effective communication skills are crucial for exchanging information concisely and logically, considering audience diversity. Your impact on the business is ...
Posted 4 months ago
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