3633 Working Capital Jobs - Page 27

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 ...

Role & responsibilities Carry out due diligence for corporate customers In-depth financial analysis, business model review, management risk analysis Working on cashflow based excel models Analyzing cashflows and WC/debt servicing analysis Review of annual reports, borrower/promoter background Review of Credit notes prepared by Business Unit capturing details of customer profile, financial projections and analysis, assessment, term sheet. Interaction with various stakeholders (internal and external) for review of such customers Carry out internal rating of customers and assign/review rating Monitoring of performance of customers on an ongoing basis Review Early warning triggers Carry out site...

Kotak Mahindra Bank Limited is looking for Senior Premier Acquisition Manager-Business Banking-Sales-Sales to join our dynamic team and embark on a rewarding career journey Collaborate with cross-functional teams to achieve strategic outcomes Apply subject expertise to support operations, planning, and decision-making Utilize tools, analytics, or platforms relevant to the job domain Ensure compliance with policies while improving efficiency and outcomes Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the employer via their official cha...

Kotak Mahindra Bank Limited is looking for Sales Manager-Business Banking-Sales-Sales to join our dynamic team and embark on a rewarding career journey Developing and implementing sales strategies to meet or exceed revenue goalsBuilding and managing a high-performing sales team Conducting sales training and coaching to improve the skills of the sales teamIdentifying new sales opportunities and developing relationships with key customers Analyzing sales data and market trends to make informed decisionsNegotiating contracts and closing deals with customersCollaborating with other departments to ensure that customer needs are met and to resolve any issues that arise Monitoring and tracking sale...

Role & responsibilities Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter / Term Sheet issued by the business / credit team. Stamp Duty as per Legal Stamp Duty Grid is adhered too. Limits & Collateral Maintenance. CERSAI Maintenance. (Charge Creation & Release) Checker for Mortgage, Hypothecation & Intangible assets - basis terms of sanctions. Updating of PSL for CCOD product basis the PSL template received from business along with TS / SL. Insurance Policy Maintenance (basis terms of Sanction) - information to centrailzed insurance policy maintenance desk. Preparation and releasing the Disbursement Advice to Loa...

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...

Job Description We are looking for a Relationship Manager Retail Agri to join our team who will be responsible for handling the overall relationship with agricultural customers. This includes acquiring new clients, managing existing accounts, helping customers with loan and deposit products, and ensuring superior service delivery. The role requires regular field visits to understand customer needs, promote banking products, and make sure loans are being properly utilized. The Relationship Manager will also work on building partnerships with local stakeholders such as dealers, farmer groups, and rural organizations to expand the banks reach. Key Responsibilities Acquire and manage Retail Agri...

Asset Coordinator, Asset Executive

Role & responsibilities Carry out due diligence for corporate customers In-depth financial analysis, business model review, management risk analysis Working on cashflow based excel models Analyzing cashflows and WC/debt servicing analysis Review of annual reports, borrower/promoter background Review of Credit notes prepared by Business Unit capturing details of customer profile, financial projections and analysis, assessment, term sheet. Interaction with various stakeholders (internal and external) for review of such customers Carry out internal rating of customers and assign/review rating Monitoring of performance of customers on an ongoing basis Review Early warning triggers Carry out site...

I. ROLE PURPOSE & OBJECTIVE 1. MSME vertical is a growing business for Ujjivan. The Relationship Manager will be an important position that will drive this business for the particular location. 2. Focused customer acquisition of Working Capital - Fund Based & Non Fund Based customers for Facility amount up to Rs. 10 Cr and drive business. Self-sourcing of potential customer. Conversion of Leads from Channel partners (DSA/Connector) and Ujjivan Staff referrals. 4. Focus on Relationship building with clients through cross sell of CA, TD, Insurance, Salary accounts, BNB and drive transactions through Ujjivan Coordinated with team members for the disbursement and work effectively for achieving a...

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...

This is regarding a Job Opportunity with a leading Bank Designation- AVP/DVP- Relationship Manager- Large Corporates/Mid Corporates Experience- 5-12 Years Location- Hyderabad What You'll do: Acquisition of NTB (New to bank) Responsible for maintaining quality portfolio and meeting the targeted numbers Maintaining delinquencies below the targeted levels and thus achieving the PBT numbers Generate Fee income on products like FX, CMS, DC Responsible for account profitability & ensuring minimum delinquency Developing strategy by Market research and analysis for existing client portfolios projection & subsequent growth. Dealing with trade solutions If you find the Job Role suitable share your upd...

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...

Job Summary: We are looking for a proactive and organized Workplace Coordinator to support daily office operations and ensure an efficient, safe, and engaging work environment. The ideal candidate will manage facilities, coordinate vendor services, support employees workplace needs, and help maintain a positive office experience aligned with company culture. Key Responsibilities: Oversee day-to-day office operations , including maintenance, supplies, and general workplace upkeep. Act as a primary point of contact for facilities, housekeeping, security, and other service vendors. Coordinate office seating plans, access management, and asset allocation for new joiners and transfers. Support wo...

Key Responsibilities: Product Design & Development Formulate and design product programs for SME lending across secured and unsecured products. Benchmark industry practices and incorporate regulatory guidelines to ensure competitiveness and compliance. Collaborate with analytics and business teams to define eligibility criteria, pricing, and risk parameters. Program Management & Governance Own end-to-end lifecycle of credit programs including launch, monitoring, and periodic review. Ensure alignment of credit programs with business strategy, risk appetite, and regulatory norms. Drive automation and digitization of policy implementation through system rule engines and workflows. Performance M...

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...

Role Overview: We are seeking a Relationship Manager /AM to drive client outreach, and strategic business growth. Responsible for NTB acquisition and maintaining existing client relationships. Key Responsibilities: Marketing & Outreach: Develop and execute a multi-channel approach for client outreach and acquire NTB clients Create compelling pitch and decks. Conduct market research to identify new business opportunities. Business Development & Client Engagement: Actively contact potential clients through cold calling, emails, and networking. Build and nurture long-term client relationships by understanding their business and operating cycle, aligning the analyst team, and provide the right s...

Key Skills: Good understanding of CA, Trade & Forex, CMS and Asset products - CC, OD, TL, Export Finance Self-starter, Understanding of financial markets and economic trends, excellent communication and interpersonal skills. Ability to manage complex client requirements. Grade: Deputy Manager / Manager / Senior Manager Key Performance Indicators Acquire New-to-Bank business banking accounts with focus on Premium CA, CMS products (POS, QR, IPG, API), TFX, SA, Working Capital Finance and Retail Assets. Develop new high net-worth customer relationships for retail liabilities & assets. Build a strong portfolio of PCA, EXIM clients with focus on client profitability. Acquire and build a portfolio...

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 Core Responsibilities * Acquire new client relationships and grow & maintain high quality, profitable and broad-based relationships with the senior management of the existing client base. * Team handling. * Work under guidance from the reporting authority to analyse the banking needs of existing /target customers and offer them liabilities solutions. * Be adept at financial analysis in context of the banking product being sold to the customer. * Understand the product offering from bank and under superiors guidance cross sell the entire suite of banking products. * To maintain high quality standards of documentation, client communication, process compliance, ongoing b...

Managed a portfolio of 1cr to 25 cr+ client accounts, 2+yrs of experience in working capital loan good knowledge of working capital ,SME funding Lap ,Business loan , Identified and pursued new business opportunities, Age below 33yrs

Managed a portfolio of 1cr to 25 cr+ client accounts, 2+yrs of experience in working capital loan good knowledge of working capital ,SME funding Lap ,Business loan , Identified and pursued new business opportunities,

Designation- RM Department- Direct Sales Location- Bangalore / Chennai / Hyderabad Role-100% Leads base work sell life insurance Reporting-BM Face to face Interview Contact person- Ms. Sakshi-9815248167

Role & responsibilities Portfolio Management To achieve over all business targets on asset book-size, portfolio profitability metrics and maximizing portfolio risk adjusted return on capital (RAROC). Business development through scoping out market/sector-agnostic corporates and add good quality corporates in portfolio. Advising customers on Fx and Treasury requirements, help manage cost of funds. Engage with credit and risk team for credit underwriting and project finance appraisals. Engage with cross vertical functions and meeting business and operational requirements of business. Responsible for entire life cycle of the deal from origination to disbursement and post-disbursement compliance...