Co-ordination with various internal stakeholder ie branch, CAD, Product, Product Sales team etc for onboarding and servicing of clients along with cross sell of various products including TBG, Salary, other tie ups etc.,
Performing credit appraisal of Clients and analyzing factors such as income growth, market share, risks associated with business, balance sheet analysis etc.,
Liaison with Credit Risk, Compliance, legal team etc for approval of credit facilities to clients
Managing Loan documentation, Limit setting and disbursement of various credit facilities including liaison with relevant internal teams
Supporting RMs in maintaining credit hygiene of their portfolios by tracking principal/interest payments, BG maturities/expiry and following up with the customers/other internal departments.
Handling various CAD covenant and Early Warning Signal meetings with appropriate responses for each observations and minimizing client's covenants overdue. Ensuring overall portfolio hygiene.
Assisting Senior Relationship Managers on new clients meetings, internal presentations and MISs.
Handling transaction activities w.r.t. account opening, FD placement, etc.
Regular interaction with clients Creating and developing client relationships that results in tangible results.
Analyzing quarterly financial performance, stock statements, stock audit reports and highlighting trends and deviations
Cliffex Software Solutions Llp is a Limited Liability Partnership firm incorporated on 09 March 2015. It is registered at Registrar of Companies, Kanpur. Its total obligation of contribution is Rs. 100,000. Read More
