3623 Working Capital Jobs - Page 6

Job Description We are looking for a Relationship Manager to join our RBG 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 custome...

Job Title: Relationship Manager-Business Banking Function/ Department : Business Banking Job Purpose: 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 & Responsibilities: Responsible for acquiring new customers for business banking with a detailed understanding of cre...

Source working capital For (Project Finance/ renewable Energy ) Infra project (Project financial analysis, assessing the risks, identifying the mitigants, compliance. Achieve acquisition, revenue, and working-capital book targets.

Core Responsibilities: The role holder is responsible for effective management of a portfolio of allocated accounts through a team to ensure achievement of the allocated and regional business targets. The role holder is also responsible for maintenance of the quality and improving the service quality of the unit. Market Assessment and Business Development Conducts market research to identify, initiate, establish and develop long term business relationships with the objective of meeting business and revenue objectives. Conducts periodic meetings with key customers, promoters, prospective customers to ensure business continuity and growth and expanding share of wallet from key clients. Conduct...

As a Business Finance Specialist, your role will primarily focus on Business Finance (70%) and Business Support (30%). In Business Finance, your key responsibilities will include: - Prepare and update MIS reports, financial dashboards, and monthly summaries - Maintain accurate financial records and ensure timely reconciliations - Support budgeting and forecasting by gathering and organizing financial data - Assist in cash flow tracking and monitoring of working capital requirements - Coordinate with external accountants/auditors for statutory compliance and filings - Ensure timely vendor and employee reimbursements - Support tax, compliance, and statutory reporting requirements - Assist in I...

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

Role & responsibilities Acquisition of new asset relationships through various channels and managing a portfolio of 30-40 BBG relationships depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the BBG customers in order to provide quality service to the customers Preferred candidate profile To achieve overall business targets on volumes and profitability for BBG customers. To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following complete lead conversion process. Market scoping and identifying the potential customers with wallet share for all BBG customers an...

Job Title :(Job Name) Relationship Manager- Dairy Business Unit (PA) :Retail Agri Job Purpose - Acquisition, enhancement and retention of customers by providing best possible services and being the dedicated point of contact for customers of dairy and supply chain sector. Job Responsibilities(JR) : Actionable (4-6) Sourcing and Business Generation - Business scoping of geographical market for farming and rural community Sourcing proposals from Dairy Socities/individual farmers/Co-operative societies/Rural Mandis & Markets/Kissan Clubs/ Farmer Producer Organizations etc. Conducting marketing activities for generating new business Guidance to Business correspondent for new business sourcing To...

Role & responsibilities Candidates capable of preparing CMA. Candidates can prepare high-value loan proposals. Transaction Support & Execution Assist in preparing pitch books, information memorandums, and credit proposals. Develop and update financial models for debt structuring and appraisal. Coordinate with internal and external stakeholders for smooth deal closure . Client & Lender Coordination Support relationship managers in client and lender interactions. Track and follow up on documentation, compliance and due diligence requirements. Assist in preparing client presentations and lender discussions. Market Research & Analysis Conduct research on companies, industries, and financial prod...

Role & responsibilities Sound communication skills • Should have worked in working Capital Products • Knowledge with regards to SL reading & interpretation, Legal Documentation preparation & execution for Working Capital businesses • Compliance of SL conditions • Compliance of Security conditions (Hypothecation, Mortgages, Pledge, Liquid securities etc.) • Should have knowledge of CERSAI and ROC

Job Description The candidate will be responsible for delivering corporate finance solutions under the umbrella of products like project finance, structured trade finance, working capital and guarantees to clients in Africa. Developing Strategic Relationship with lenders to pitch about Blend and align with other desks. Will be responsible for raising long term and short term working capital finance, project finance, structured finance along with finance backed by various credit enhancement products such as insurance guarantee or Partial risk guarantee for Global/Pan African / Regional Banks / Funds/ DFI across Africa. As part of the role the individual will be required to manage the client r...

Role & responsibilities Sourcing and managing relationships with SMEs in the Sustainability segment agriculture, manufacturing, and services. Achieving sales targets for loan products (loans upto Rs 10 crores) across Clean Energy, Clean Mobility, Renewables, Waste Management, Agri-tech, Sustainable Habitats, Water, and Sanitation sectors. Assessing market trends and customer requirements to identify new business opportunities. Ensuring compliance with all regulatory requirements and internal policies. Collaborating with internal stakeholders for smooth processing of applications, disbursals, and customer servicing. Preferred candidate profile Minimum 3 years of experience in SME lending (wor...

Roles and Responsibilities Manage relationships with existing clients to identify their working capital requirements and provide customized solutions. Develop new business opportunities through referrals, networking, and market research. Conduct financial analysis to assess client creditworthiness and recommend suitable financing options (term loans, working capital facilities). Ensure timely disbursement of funds to clients while maintaining high levels of customer satisfaction. Monitor portfolio performance regularly to minimize defaults and optimize returns on investment.

Role & responsibilities Business Development - * To achieve overall business targets on volumes and profitability for BBG customers. * To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following complete lead conversion process. * Market scoping and identifying the potential customers with wallet share for all BBG customers and product penetration and strategy for achievement under various initiatives jointly with branch banking team. * RMs have to follow the laid down sales process which involves updation of the regular client calls for both existing and prospective clients. These calls should be done in a structured m...

**Job Description** You will be responsible for managing various finance functions including accounting & close, FP&A, controllership & IFC, audit & compliance, tax, treasury, revenue ops & procurement, systems/automation, insurance & risk, and board/management reporting. Additionally, you will handle company secretarial work related to governance & board secretariat, statutory records & filings, and capital-markets activities such as pre-IPO, IPO, and post-listing requirements. - **Key Responsibilities:** - Accounting & Close: Handle Ind AS books, month/quarter/year close, revenue recognition, cost accounting, and fixed assets management. - FP&A: Prepare AOP, rolling forecasts, MIS/KPI dash...

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...

A business finance manager role requires working with cross-functional teams and involves following key responsibilities: Lead cross global functional teams in developing finance strategies to support a strategic alignment with Companys Business Operations, and corporate departments on company goals & initiatives. Manage Financial goals that result in strong customer satisfaction, align with company strategy, and optimize Costs and supplier relations. Influence senior leaders in setting direction for their functional areas by linking finance and business strategies to optimize business results. Co-own the financial plan of the portfolio along with the portfolio lead. Revenue governance (incl...

Job Requirements About the Role The Relationship Manager – Current Account is responsible for managing a portfolio of clients to ensure superior service delivery and drive cross-selling of banking products. The role focuses on building CASA (Current Account Savings Account) balances, acquiring new clients, and enhancing product penetration per customer. It also involves handling routine banking transactions, managing branch deliverables, and ensuring compliance with operational standards. Key ResponsibilitiesPrimary Responsibilities Drive CASA value build-up and acquire new clients as per branch targets. Ensure effective client engagement to facilitate cross-selling of banking products. Incr...

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...

Job Purpose: The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. product: Working Capital

Job Title: Relationship Manager (Working Capital ) Role & responsibilities Business Development Drive lead generation and loan disbursement across assigned geographies. Build strong local networks with DSA, CA firms, brokers, and SME clusters. Ensure end-to-end conversion of leads to disbursement. Credit & Risk Oversight Guide the team in preparing loan proposals with accurate financials and documentation. Work closely with credit and risk teams to fast-track approvals. Monitor early delinquencies and implement proactive collection support. Market Intelligence Keep track of competitor offerings, local market trends, and customer feedback. Share insights with senior leadership for strategy re...

Role & responsibilities Acquisition of new asset relationships through various channels and managing a portfolio of 30-40 BBG relationships depending on the geography covered and the branches mapped to the RM and maintain HNW relationship management of the BBG customers in order to provide quality service to the customers. Preferred candidate profile To achieve overall business targets on volumes and profitability for BBG customers. To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following complete lead conversion process. Market scoping and identifying the potential customers with wallet share for all BBG customers a...

1. Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover upto 100 Cr. Identify opportunities through market intelligence, references, and industry networking. 2. Portfolio Management: Manage and deepen relationships with the existing client portfolio. Regular engagement with clients to ensure satisfaction and retention. 3. Credit Note Preparation: Conduct financial analysis and prepare detailed credit notes for new and existing clients. Evaluate risk and structure proposals in line with banks credit policies. 4. Sanction Process & Stakeholder Coordination: Liaise with internal credit teams for proposal discussions and approvals. Effectively ...

We are looking for an experienced Assistant Manager / Deputy Manager Finance with strong expertise in Project Finance , Financial Closure , Term Loans , and compliance for large-scale infrastructure projects. The ideal candidate is analytical, detail-oriented, stable in career, and highly skilled in spreadsheets & financial modelling. Key Responsibilities Manage Project Finance activities including financial structuring, cash-flow planning, and funding requirements. Handle Term Loan processes, lender coordination, documentation, and disbursement follow-ups. Prepare and review Financial Documentation , DPR financial sections, CMA data, and lender submissions. Ensure financial compliances as p...

Role & responsibilities The role holder is responsible for acquisition of NewtoBank Manufacturing customers seeking finance for business equipment or machinery loan. Acquisition would be through OEMS, existing CRM, DSAs and Knowledge Banking approach. The role holder is also responsible for building Asset Book by extending Equipment Finance Facilities and Term Loans to Manufacturers for Equipment Finance Acquisition of NewtoBank customers which are into manufacturing industry and looking for equipment funding. Sourcing would be through OEMS, CRM, DSAs, existing client reference and references from SME and Branch Banking team. • Regularly Engaging with OEMs, colleagues in Branch Banking, MSME...