SREI - Relationship Manager - Credit Analyst Role

Roles & Responsibilities :

Credit Analyst Role, Analyzing the business proposal, handling documentation & backend process as Relationship Manager

Preparation of Credit Note - This would involve the following :

- Understanding of the financial information of the client, viz., Audited Reports, Financial Statement, Project reports.

- Working on the financial models provided by the client in assessing their viability and presenting them to the requirement of the loan proposal at hand.

- Writing of the Credit Note, which, would involve the presenting the proposal in the stipulated format and working on the internal systems to present it.

Documentation: This would involve the following :

- Coordinating with the Legal team in the issuance of the loan documents.

- Interacting with the client for finalizing and ensuring that the documentation is duly filled in.

- Coordinating with the Credit Admin team for presenting the duly filled in loan documents and for the disbursement of the loan.

Client Management : This would involve the following :

- Following with the client post disbursement documentation and compliance of approve conditions.

- Following with the client for information for the preparation of various Review Notes, Credit Notes.

- To make clients aware for their account security and confidential transaction to prevent unwanted activities