Hiring Portfolio Manager/Assistant Manager Corporate Finance & Banking

Banking & Finance Coordination

Financial Analysis & CMA

MIS & Reporting

Documentation & Compliance

RBI Compliance & Banking Requirements

Client Coordination

Exp accounting, financial statements, banking and treasury

Key Skills Required

Good knowledge of MS Excel & Word

Good understanding of accounting, financial statements, banking and treasury

Positive numerical and analytical skills

Good communication and follow-up skills

Ability to coordinate with multiple stakeholders

Attention to detail

Ability to work with tight deadlines

Basic knowledge of banking products and working capital facilities

B.Com / M.Com / MBA Finance / CA Inter/CMA Inter / equivalent finance qualification

1 years of experience in banking, finance, accounting, NBFC,



CA firm or financial consultancy

Key Performance Indicators (KPIs)

Timely completion of banking and finance MIS

Accuracy of financial data and reports

Timely follow-up and closure of bank requirements

Timely submission of documents to banks

Accuracy of limit and utilization tracking

Timely completion of CMA and financial analysis

Effective coordination with clients and banks

Reporting

Reports to: Manager / Senior Manager – Corporate Finance & Banking

Pay: ₹300,000.00 - ₹500,000.00 per year

Benefits

- Cell phone reimbursement
- Provident Fund

Work Location: In person

📌 Portfolio Manager (Mumbai)
🏢 UV SANKALP ENTERPRISES
📍 Mumbai