Finance Portfolio Specialist

2 weeks ago

Bengaluru, Karnataka, India beBeeCreditManager Full time ₹ 1,04,000 - ₹ 1,30,878
Job Title: Area Credit Manager

About the Role:

To underwrite corporate finance business and manage the portfolio in assigned area.

  • Support and co-partner with business teams to manage end-to-end credit approval for designated region.
  • Underwrite cases and present to senior level.
  • Authorize deviations raised and documented by underwriters in compliance with credit policy.
  • Finalize review of credit memos, prepared by underwriters, and approval/decline sign-offs on every file after checking for documentation requests.
  • Approve all disbursement requests on the basis of achieved adherence to requirements on agreement value, full documentation attainment at branch level.
  • Monitor and oversee PDD management and ensure timely completion of personal discussion documents through customer visits in high-value cases.
  • Oversee and initiate follow-ups with external vendors (FI, Legal & Technical valuations) to ensure timely query resolution/report submission and eliminate any undue/non-process-related delays.
  • Co-ordinate with the recoveries team and generate business insights.
  • Lead a team of credit approvers to ensure portfolio quality and delinquencies.
  • Engage in development, implementation, review, and monitoring of various credit programs and providing training and coaching to continuously upgrade the competency of the team and improving upon processing efficiency of HUB.
  • Ensure due diligence in credit analysis, customer application screening, evaluation, underwriting, and sanctioning of loan.
  • Evolving underwriting norms customized to the local market needs and ensuring continued enhancement and execution of consumer credit risk strategy.
Required Skills and Qualifications:

Candidate Requirements:

  • Strong understanding of corporate finance and portfolio management principles.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Strong analytical and problem-solving skills.
  • Knowledge of credit policies and procedures.
Benefits:

We Offer:

  • A competitive salary package.
  • Opportunities for career growth and professional development.
  • A dynamic and supportive work environment.
Others:

Please note that this job description may be subject to change based on business needs.

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