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
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• 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 recent 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
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• Strong 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
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• 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