Job Details
Business Banking Advisor
Roles
& Responsibilities
- Source
new current accounts
- Ensure
that KYC (Know Your Customer) norms are met
- Determine
the constitution of variant i.e., the type of enterprise and kinds of
account like Limited Liability Partnership (LLP)
- Ensure
that for every account sourced current documentation is complete from that
particular account [account like Memorandum of Association (MOA) and
Article of Association (AOA)]
- Facilitate
the client on exports and imports
- Business
Loan sourcing
- Take
balance sheet audit: Auditor?s notes and profit & loss account of the
entity as per the Indian Accounting rules
- Working
Capital: To apply Maximum Permissible Bank Finance (MPBF) for assessment
of the working capital to calculate the limit
- Receive
collateral from client in form of security
- International
Trade: Facilitate clients in
exchanging of currency by completing the formats in terms of papers (which
is mandatory as per the norms)
Competencies:
?
Passion :- Constantly
raises the bar for self & team, has a strong execution bias, takes
initiatives even in the face of significant difficulties)
?
Customer First :-
Leverages
every customer interaction as an opportunity to make an impact and constantly
seeks to understand customer needs
?
Compliance with
Conscience :- Ensure own norms are aligned with organizational code of conduct
and inculcates norms adherence in all engagements
Location:
Bangalore,Mumbai
Min Exp (yrs):
6.00
Max Exp (yrs):
12.00