Job Description
Product: Agriculture Business Loan (Secured)
Department: Agri- Business Banking
Job Summary
The candidate had to perform various task for ETB clients under the guidance of portfolio manager like Renewal of Facility (OD & CC), Deferrals, Insurance, Valuation and Inspection Report.
Duties and Responsibilities
• Procurement of renewal documents from clients as per policy checklist.
• Preparation of CMA data, pulling of CIBIL and Bank statement perfios, ROC check.
• Analyse CIBIL reports and prepare opinion remarks of same.
• Helping in preparation of proposal note.
• Have to follow-up for Deferrals closure with Business Team and CAD (ops team).
• Have to follow-up for Insurance, Valuation and Inspection Reports with Clients, RMs and CAD (ops team).
Min. Qualifications and Requirement.
• Must have graduation degree in Bachelor of Commerce.
• Must have knowledge of Financial Statements.
• Must have knowledge of Microsoft Office- Word, Excel, Outlook.
• Other software and Sites like Finacle, Perfios, MCA, GST and CIBIL.
• Good communication skills.
Relevant Experience
• Having minimum 1 year experience under Credit Manager/Credit Analyst/Portfolio Manager in Bank/NBFC from any product (secured/unsecured
Department: Agri- Business Banking
Job Summary
The candidate had to perform various task for ETB clients under the guidance of portfolio manager like Renewal of Facility (OD & CC), Deferrals, Insurance, Valuation and Inspection Report.
Duties and Responsibilities
• Procurement of renewal documents from clients as per policy checklist.
• Preparation of CMA data, pulling of CIBIL and Bank statement perfios, ROC check.
• Analyse CIBIL reports and prepare opinion remarks of same.
• Helping in preparation of proposal note.
• Have to follow-up for Deferrals closure with Business Team and CAD (ops team).
• Have to follow-up for Insurance, Valuation and Inspection Reports with Clients, RMs and CAD (ops team).
Min. Qualifications and Requirement.
• Must have graduation degree in Bachelor of Commerce.
• Must have knowledge of Financial Statements.
• Must have knowledge of Microsoft Office- Word, Excel, Outlook.
• Other software and Sites like Finacle, Perfios, MCA, GST and CIBIL.
• Good communication skills.
Relevant Experience
• Having minimum 1 year experience under Credit Manager/Credit Analyst/Portfolio Manager in Bank/NBFC from any product (secured/unsecured
💡 Quick Summary
Seeking a career-building opportunity? The Supportive Staff for Portfolio Manager position is now open for candidates interested in the Bank Jobs sector. This role in Kota offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.