Senior Finance Specialist

3 days ago


Agra, Uttar Pradesh, India beBeeCreditAnalysis Full time ₹ 10,00,000 - ₹ 15,00,000

Job Summary:

We are seeking a Credit Analyst to join our team. As a Credit Analyst, you will be responsible for preparing credit appraisal notes, discussing terms and conditions with business partners, and monitoring accounts based on the sanctioning authority's terms.

Key Responsibilities:

  • Prepare credit appraisal notes for large corporate clients.
  • Discuss terms and conditions with business partners for risk assessments.
  • Obtain information from customers for the preparation of credit reports.
  • Monitor accounts based on the terms stipulated by the sanctioning authority.
  • Prepare monthly/quarterly monitoring reports for the portfolio.
  • Escalate non-compliances with an action plan.
  • Visit units and submit inspection reports.
  • Manage and address escalations related to risk assessments.

Required Skills and Qualifications:

  • Experience in credit underwriting for SMEs/large corporate.
  • Working knowledge of Excel for financial modeling.
  • Experience in project finance and/or infra sector credit analysis is preferred.
  • CA/MBA/CFA qualification is required.
  • Good verbal, written communication, and presentation skills.


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