Banking & Finance Executive - Surat

12 hours ago

Surat Gujarat, India Kaapro Management Solutions Full time

We have urgent opening for Banking Finance Executive Location - Surat Experience - Minimum 2 Yr We are looking for a Banking Finance Executive to manage day-to-day banking operations loan documentation credit card management and import export payment processing The role involves close coordination with banks and internal departments to ensure timely financial operations compliance with RBI FEMA guidelines and accuracy in reconciliation and documentation The ideal candidate should possess strong analytical and coordination skills with good knowledge of banking processes loan documentation and foreign remittance procedures Key Responsibilities Loan Documentation GML WCDL Prepare and submit documentation for Gold Metal Loan GML and Working Capital Demand Loan WCDL Ensure accuracy and completeness of all annexures schedules and forms Maintain tracker for loan liquidation and disbursal activities Account Opening D-Mat Current Hedging Accounts Provide KYC and other required documents with proper authorization Coordinate with banks for account opening and related formalities Credit Card Management Manage issuance and tracking of corporate credit cards for employees Reconcile monthly credit card statements with ERP and employee claims Prepare monthly reconciliation statements and resolve unmatched transactions Import Export Payments Forex Verify import export invoices and ensure FEMA RBI compliance Process payments maintain Bills of Entry and SWIFT records MCX Ledger Management Record daily journal entries related to MCX trades and maintain ledger accuracy Branch Banking Support All Locations Coordinate with banks and branch offices for operational banking needs Resolve POS invoice and banking-related issues and follow up via email Key Attributes 2-5 years of experience in banking finance or accounts operations Sound understanding of loan documentation credit card reconciliation and forex processes Strong coordination and communication skills Proficient in MS Excel and ERP systems Attention to detail and ability to multitask effectively Mindset Culture Fit Ethical accurate and compliance-driven Proactive organized and solution-oriented Team player with a professional and responsible approach Qualifications and Education Requirements Bachelor s or Master s degree in Commerce Finance or related field B Com M Com MBA Finance preferred Prior experience in Jewellery Manufacturing Trading Finance sectors will be an advantage

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