Senior Corporate Financial Analyst

6 days ago


Mumbai, Maharashtra, India Portfolio Financial Services Ltd Emerging Leader in Bespoke financial solutions for Corporates Full time

About the Role:

We are seeking a highly skilled and experienced Senior Corporate Financial Analyst to join our team at Portfolio Financial Services Ltd. Emerging Leader in Bespoke financial solutions for Corporates.

Job Summary:

The successful candidate will be responsible for managing all proposals, arranging and managing credit requirements of corporates, risk management, and ensuring timely turn-around times. Key responsibilities include appraising proposals, preparing CMA reports, liaising with bankers, building relationships with customers, and assessing creditworthiness.

Key Responsibilities:

  • Prepare Bank Matrix- Shortlist Prospective Bankers and Submit proposal to respective bankers.
  • Obtain application from borrower and address to shortlisted bankers along with all required documents.
  • Submit proposal to respective bankers & follow up with Bank.
  • Arrange Bankers meeting with Borrower & Obtain Sanction of the proposal.
  • Arrange for Disbursement
  • Tracking pending proposal on banks for daily basis
  • Keeping in touch with Bankers we deal with to obtain leads or any market information.
  • Keeping track of happenings in the company we deal with and its growth plans.
  • Any material development in any proposal should be reported to the Directors as early as possible.
  • Keep in touch with Bankers we deal with to obtain leads or any market information.

Requirements:

To be successful in this role, you will need:

  • Bachelor's degree in finance or related field.
  • Minimum of 3 years of experience in credit analysis only in corporate domain no retail background.
  • Strong analytical skills and attention to detail.
  • Excellent communication and interpersonal skills.

What We Offer:

We offer a competitive salary and benefits package that reflects your skills, qualifications, and performance.



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