Job Detail

Job Description

1. Analysis of Client requirement & Financial Analysis:

• Perform initial appraisal of potential borrowers by thoroughly examining their Funding requirement.
• Assess the credit standings of applicants through background research
• Meetings with the company Officials to evaluate their eligibility against their funding requirement
• Preparation of IM to summarize the following:
• Executive Summary
• Current debt structure/ Banking
• Requirement of the client
• Financial Model
• Summary of Terms and Conditions
• Industry Overview
• Identify customer needs, explore all options and suggest different types of loans
• Structuring of the proposal and short listing of financial institution as per case requirement
• Cultivate trustworthy referral networks, suggest alternate channels and cross-sell products and services
• Forge trust relationships and enhance client dedication
• Meetings / Follow up with clients:
• Follow up with clients to clarify important points
• Give the "green light" to eligible Client and report decisions with sound arguments
• Finalize loan contracts and keep clients informed in rules and obligations
• Remain up to speed regarding lending and other financial services
• Create and renew/update records and information

1. Meetings / Follow up with Financial Institution and associate consultant:

• Co-ordination with respective Bank / NBFC for execution of Concerned proposal
• Making Presentations and Proposal Documentations
• Clarifying the doubts and queries of the banks / financial institution regarding the proposal
• Arranging of meetings of the client with the respective institutions
• Maintaining proper coordination between the Financial Institution / Associate consultant with the client.

Skills Required