Associate
Published date: 2026/11/07
- Location: Mumbai, Maharashtra, India
1. Research related work
2. Bank statement and Loan account statement analysis
3. Providing concise and relevant financial analysis by clearly identifying risks
4. Preparation & Submission of Teaser and Project Report
5. File preparation for bankers/ NBFC’s
6. Accompany seniors for client meetings
7. Interact and follow up with clients on required information and clarifications
8. Submission of detailed proposals to banks/financial institutes as per prescribed formats
9. Arranging banker meeting with clients and site visits
10. Handle financial and other queries from banks/financial institutions to facilitate sanction of
credit facilities
11. Preparing Data in Bank/FIs format.
12. Present proposal to higher authority with merits, demerits & risk involvement
13. Finalization of terms and conditions of the proposal in consultation with Relationship Managers
& Clients
14. Follow up and assist Lawyers & Valuers for preparing Title & Valuation Report
15. Documentation for disbursement & renewal of loans
16. To keep self and the team informed on the relevant regulatory, legal and compliance guidelines
2. Bank statement and Loan account statement analysis
3. Providing concise and relevant financial analysis by clearly identifying risks
4. Preparation & Submission of Teaser and Project Report
5. File preparation for bankers/ NBFC’s
6. Accompany seniors for client meetings
7. Interact and follow up with clients on required information and clarifications
8. Submission of detailed proposals to banks/financial institutes as per prescribed formats
9. Arranging banker meeting with clients and site visits
10. Handle financial and other queries from banks/financial institutions to facilitate sanction of
credit facilities
11. Preparing Data in Bank/FIs format.
12. Present proposal to higher authority with merits, demerits & risk involvement
13. Finalization of terms and conditions of the proposal in consultation with Relationship Managers
& Clients
14. Follow up and assist Lawyers & Valuers for preparing Title & Valuation Report
15. Documentation for disbursement & renewal of loans
16. To keep self and the team informed on the relevant regulatory, legal and compliance guidelines
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