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