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



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