Relationship Manager

1 month ago

mumbai, India Arun Gupta Advisors Pvt Ltd Full time

Company Description

Arun Gupta Advisors Pvt Ltd is a financial solution provider that offers tailored lending solutions, CFO services, financial planning, and working capital management to clients in Mumbai. Our team of financial experts provides personalized advice and debt consolidation services to help clients achieve their financial goals.


Company website: -

LinkedIn Page:-

 

Roles and Responsibilities:

1.     Developing and maintaining relations with banks, NBFCs, AIFs and other financial institution.

2.     Understanding various lending products offered by financial institutions

3.     Regular meetings with potential lenders and clients.

4.     Reviewing credit information to assess whether borrower is eligible for a loan.

5.     Communicating with clients about their application status, providing them with daily updates for the process and answering any questions they may have.

6.     Maintaining MIS of all the lenders, detailed report of business executed through lenders. 

7.     Impanel with various lenders and renewals of codes time to time, In coordination with accounts department.

8.     Daily reporting to your manager.

9.     Reviewing financial statements to ensure that all documentation required by the bank is included.

10.  Compiling data to make project report of borrowers.

11.  Preparation of CMA data for appraisal and analysis of financial position of the company before lending.

Skills Required:

1.     Strong communication skills

2.     Market research

3.     Ability to understand complex data. 

4.     Critical thinking

5.     Collaboration and Teamwork

 

Other Details:

·       Working Days – 6 (10am to 7pm)

·       Work Location – Andheri East – WEH

·       It’s a Work from Office opportunity

 


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