1. Preparation of MIS for investment or banking products
2. Deal with bankers for routine tasks i.e., KYC, payment, etc related issues
3. Provide all the documents/information with the bankers/financial institutions for term loan or other credit facilities.
4. Liaising with credit rating agencies for rating upgradation
5. Follow-up with insurance agencies for medical, office, keyman insurance etc
6. Preparation of loan proposals in consultation with the management and submit the same to bankers/financial institutions.
7. Review the sanction letters, minutes, CMA report etc before finalizing with the bankers
Qualifications - B.com/MBA/CA-inter
Experience - 2-5 years
Salary range - Rs 25K to 35K per month
Designation - Executive/Sr executive
Industry - Banking/non-banking