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Dvara KGFS
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Wealth Manager

Wealth Manager

Dvara KGFS

3 - 7 years

0 Lacs

chennai tamil nadu

Posted:18 hours ago| Platform: Shine logo

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Skills Required

home loans lap credit compliance customer acquisition autoequipment loans collateral evaluation relationship skills

Work Mode

On-site

Job Type

Full Time

Job Description

As a Wealth Manager, your role involves sourcing and onboarding customers for secured loans. You will be responsible for evaluating collateral with legal and valuation teams, conducting credit checks, and recommending loan limits. Your duties also include ensuring complete and compliant documentation, coordinating approvals and disbursals, and maintaining client relationships post-loan. It is crucial to meet disbursal and portfolio quality targets to excel in this position. Key Responsibilities: - Source and onboard customers for secured loans - Evaluate collateral with legal & valuation teams - Conduct credit checks and recommend loan limits - Ensure complete, compliant documentation - Coordinate approvals and disbursals - Maintain client relationships post-loan - Meet disbursal and portfolio quality targets The ideal candidate for this role has experience in home loans, LAP, and auto/equipment loans. You should possess knowledge of credit, compliance, and collateral evaluation. Strong customer acquisition and relationship skills are essential, along with a target-driven mindset and attention to detail.,

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Wealth Manager