Website Leading Banking Client
– Creating and monitoring advances/investment asset books through lending to NBFC and other financial institutional segment borrowers.
– Preparing Credit Appraisal Memos for FI segment borrowers with detailed financial/credit analysis, presenting the proposals and arranging facility approvals from relevant sanctioning authorities.
– Sourcing of New to Bank/New to Credit clients for Bank throughout the year in the south region
– Liability generation from NBFC/Fintech segment clients through cross-sell in the form of CASA Accounts, CMS services, FD creation, Forex, Cards, salary accounts, etc.
– Frequent client meetings for credit monitoring, gathering client/market information
– Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.
– Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks
– Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
– Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
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