Key Responsibilities Experience in making CAM (Credit Assessment Memo) sheets and pulling consumer and commercial CIBIL reportsAnalyze credit data and financial statements to determine the degree of risk involved in extending credit or lending moneyEnsure quick turnaround of customer loan applications, including credit analyses and summaries of loan requests, and submit to credit managers for tele PD / Physical PD.Analyze lending decisions – accept and reject cases on an ongoing basisGenerate financial ratios to evaluate customers' financial status.Bank Statement analysis, read and interpret Civil report, Credit Assessment Memo (CAM), Telephonic Discussion the clientUnsecured Loan-Business Loan, Ticket SizeKnowledge of Excel formula's V-Lookup, HLookup etc.Target Companies: DHFL, LoanTap, Kapital Tech (United Petro Finance), Rubique Technologies, Aditya Birla Finance (Digital Lending vertical ), Capital First, FT Cash, Tribe 3, Ziploan, Indifi, KNAB Finance, IIFL, Incred Finance, Tata
-Source (
Mitula)
Job Description: Position Details Position Assisting Para Planner Kapadia Wealth Builders Company Name KAPADIA WEALTH BUILDERS Location Mumbai, India Job Type Assisting Para Planner Job Description FPA-Ambition along with various companies brings you good job openings which will help you enhance your skills in the finance domain Please refer to the job descriptions for your referenceQUALIFICATIONS Graduate having exposure to Financial Products viz Mutual Funds, Insurance etc 1-2 years experience preferredExpected Salary (Rs) 10000 15000 pmJob Location FORT, Mumbai (Candidates upto Bandra western/Matunga Central preferred)Job ProfileUpdating clients on their current portfolio of products such as Mutual Funds, Bonds, IPOs, Real Estate & Housing LoansEnsuring smooth documentation for purchase / sale of products, generating various financial reports from various sofwares, excel templates etcManaging records in MS Word and MS Excel; correspondence through emails, letters etc; attending phon
-Source (
Mitula)