1. Conduct financial analysis and prepare detailed credit notes for current and existing clients.
2.Evaluate risk and structure proposals in line with banks credit policies.
3. Sanction Process & Stakeholder Coordination: Liaise with internal credit teams for proposal discussions and approvals. Effectively communicate with clients to understand their financial needs and ensure alignment with product offerings.
4. Portfolio Hygiene: Ensure timely renewals, limit compliance, documentation, and monitoring of early warning signals. Maintain high asset quality and minimize delinquencies.
📌 CA - Industrial Training (Credit Note Preparation) (West Bengal)
🏢 Yes Bank
📍 West Bengal
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