Graduate Trainee FPM ( Financial Portfolio Management )

Location: New Delhi

Role Overview

The appointee will support the FPM Team for Securitization on transaction payouts, reports, credit analysis and support in transaction execution, Understanding PSL Classification and related monitoring, reporting . The role offers client exposure apart from credit underwriting, reporting and monitoring in securitization portfolio.

Key Responsibilities

- Manage monthly transaction payouts for all deals and monitor the transaction performance.
- Preparation of various monitoring reports for securitization.
- Assist in credit reviews, credit applications, credit underwriting and portfolio monitoring for securitization deals
- Provide data and analytical support to internal stakeholders.
- Seek internal approvals on transaction grading both, new and renewal cases
- Support preparation of presentations, meeting materials for internal or external purposes.




- Support transaction execution and documentation for securitization deals.
- Any additional responsibilities and duties designated by team members or team head.
- Monthly, Quarterly PSL monitoring and reporting.
- PSL classification of the transaction, Understanding MSME lending from PSL perspective
- PSL Transaction Compliance and Monitoring, Quarterly RBI reporting.

Eligibility

- Recent graduate in Commerce, Economics, Finance, Business Administration, Mathematics, Statistics
- Robust analytical & quantitative skills.
- Excellent working knowledge of Excel, PowerPoint, MS Office etc.
- Good written & verbal communication skills.
- Preferably pursuing CA, CFA (USA), FRM or any specialised course in the financial sector.

📌 Graduate Trainee (Noida)
🏢 Sumitomo Mitsui Banking Corporation (SMBC)
📍 Noida