Job Title - Team member

Education - Chartered Accountant/ MBA from a reputed institute/CS/ICWA

Experience - : 5-8 years of experience in Compliance (in Banking industry/ Financial domain)

Responsibilities -

Preparing and analyzing balance sheets, profit & loss statements, and financial trends.
Developing financial models to support business strategy and transactions.
Assisting with forecasting and long-term financial projections.
Liaising with clients to understand their financial needs.
Promoting the bank's services and managing client relationships.
Participating in new business acquisition and client retention efforts.
Assisting with the execution of financing transactions, such as loans or capital raising.
Conducting due diligence and preparing relevant documentation for deals.
Preparing lending agreements and managing loan portfolios.
Ensuring financial operations and transactions adhere to regulations.




Maintaining accurate financial records and procedures.

Handling specific customer transactions like deposits, withdrawals, and wire transfers

KPIs -

Solid ability to analyze financial data, identify trends, and draw actionable insights.
Proficiency in creating and utilizing financial models for various purposes, including valuation
Sound understanding of banking regulations and compliance requirements.

Demonstrated ability to resolve financial and operational issues effectively.

People Management/Self Management - Ensure timely submission of data/ information to Reserve Bank of India and other authorities

Risk and Internal Control -

Ensure timely and correct submission of data / information to Reserve Bank of India , other authorities

Ensure timely closure of reports

📌 Team Member (Mumbai)
🏢 Yes Bank
📍 Mumbai