Experience: 2-6 years

Responsibilities

- Source new clients in the large corporate segment; analyze financial data of the prospective clients (hence balance sheet analysis, ratio analysis, CMA preparation, etc.) and then put up the proposal to the sanctioning authority would be tested.

- Adding good quality current customers to the company to grow

- Sourcing deals in debt financing of startups and corporates

- Meeting business targets both by volume and revenue and customer number

- Handling end-to-end activities from acquisition to analysis to presentation of new business cases, get them approved from Credit/risk/compliance and seamless drawdown

- Owning the end to end customer relationship from sourcing till renewal, maintaining the portfolio of more than 30 Cr at any point of time





- Maintaining relationship with existing customers and newly acquired customers to ensure painless transaction processing

- Inter-department coordination to ensure your customer gets best services at all times

- Negotiating best deal for the company keeping in mind customer interest as well

- Handling a portfolio of corporates with flagship company turnover of upto Cr

- Role comprises of building existing relationships/acquiring new businesses by effective client engagement and selling of financial products like term loan, working capital loan, etc.

📌 Portfolio Manager (Gurugram)
🏢 Indifi Technologies
📍 Gurugram