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Jobs
Portfolio Manager
Pune, MH, IN
Prachay Group
Growth Manager / Portfolio Manager
Pune, MH, IN
$4
about 1 month ago
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Summary
Job Description
Understand the financial needs and requirements of clients to propose tailored solutions.
Engage with clients regularly to understand and gather their requirements effectively.
Conduct thorough assessments of client portfolios to evaluate risk and creditworthiness.
Develop and structure customized financial solutions in alignment with Prachay’s offerings.
Prepare and present comprehensive financial proposals to the internal credit committee.
Coordinate the collection of all necessary documents and information required for credit approval.
Ensure timely and accurate submission of required documentation for credit sanctions.
Oversee the sanctioning process of credit lines and ensure prompt disbursement.
Ensure compliance with all legal and financial regulations during the sanction process.
Regularly monitor client accounts to ensure proper usage of credit lines and adherence to repayment schedules.
Identify potential risks early and work proactively on mitigation strategies.
Lead collection efforts for overdue payments and manage the recovery of outstanding debts.
Maintain strong relationships with a select group of clients, providing ongoing support and financial insights.
Skills And Knowledge
Analytical skills
Communication & Networking
Problem solving attitude
Inclination to work in finance
Attention to details.
Experience Background
Big 4s
Salary
As per Company standards
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