Portfolio Finance Specialist

4 days ago

Bengaluru, Karnataka, India beBeeFinance Full time ₹ 5,00,000 - ₹ 8,00,000

We are seeking a skilled Portfolio Finance Specialist to join our team. The successful candidate will be responsible for managing the financial portfolio in assigned locations.

  • Review and assess a broad range of complex loan applications within defined guidelines and take decisions or recommend for approval to higher authorities.
  • Undertake personal discussions with customers to establish credit worthiness, ensure completion of credit/KYC documents and verification- telephonic, field & collateral visits.
  • Maintain Portfolio MIS, Delinquency MIS and other operations related MIS of the cluster and regularly report the same.
  • Take ownership of client queries and use industry knowledge and experience to overcome challenges and solve problems.
  • Exceed service quality standards and strive for continuous process improvement.
Key Responsibilities
  • Critical review of credit proposals to bring out industry, business, financial, management and facility structure risk contained in the credit proposal.
  • Ensure collateral and other credit risk mitigation to facilitate approving authority to take decision on the credit proposal.
  • Enable quick turnaround time of credit lending proposals for the business in close liaison with sales team.
  • Facilitate ongoing review of credit exposures to ensure exposure continues to be bankable.

The ideal candidate will possess strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work effectively in a team environment.

Requirements
  • Bachelor's degree in Finance, Accounting or related field.
  • Minimum 5 years of experience in credit analysis and underwriting.
  • Strong understanding of financial markets, instruments and regulations.

As a Portfolio Finance Specialist, you will have the opportunity to work on challenging projects, develop your skills and expertise, and contribute to the growth and success of our organization.

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