Senior Commercial Banking Portfolio Management

1 month ago


Bengaluru, India Covenant Consultants Full time

Senior Commercial Banking Portfolio Manager

About the Role:

Manage a portfolio of clients, which includes analyzing financial statement, performance,

and trend analysis for assessing the credit worthiness.

Regular monitoring with risk rating, facility renewals, financial analysis credit write-up,

industry analysis, company background, collateral analysis etc.

Monitor timely receipt of customer documents like financials/ compliance certificate etc and

review the same for accuracy.

Contribute to automation efforts aimed at improving efficiency and process improvements.

Maintain regular connects with the onshore team.

Build in-depth knowledge of the process and become an SME for process-related activities.

Collaborate and consult with peers, colleagues, and middle level managers to resolve issues

and achieve goals.

Maintain reporting requirements for the team.

Quick learner and self-motivated

Required Qualifications:

MBA (Finance), CFA or Chartered Accountant.

Over 8 years of Credit Underwriting experience/ credit rating.

Ability to multi-task independently under tight timelines and eye for details.

Strong verbal and written Communication skills.




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