3.0 - 7.0 years

0 Lacs

maharashtra

On-site

As an experienced commercial lending professional with over 3 years of experience, you have in-depth knowledge of syndicated and bilateral loan processing. Your expertise spans the entire loan product lifecycle, from documentation and closing to funding and post-closure servicing of transactions. You possess a sound understanding of loan products, policies, and processes, as well as documentation requirements and risk systems. Your familiarity with loan origination systems, limits and exposure management, and legal documentation sets you apart in the field. Your experience includes migrating syndicated and bilateral deals to LIQ from other software platforms, with a preference for trading po...

Posted 3 months ago

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Equity Advisor/PCG Advisor Genius Consultants

4.0 - 7.0 years

8 - 15 Lacs

Kolkata

Work from Office

Job Specifications Role Designation: Advisor Department: PCG Function: Advisory Company: MOFSL Job Purpose Responsible to generate brokerage primarily through advising HNI/PCG clients on their equity portfolio and new client acquisition .Managing the Equities Investment & Trading portfolio of the existing & New clients, will be also responsible for doing IP (investment products). Key Deliverables 1. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) 2. Research Reports based advisory along with client meeting and client upgradation/Client relationship. 3. Ensure adherence to equity advise delivery processes for PCG customers 4. Pas...

Posted 6 months ago

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