The Role
Assist in credit underwriting, client and portfolio management, loan documentation, KYC processes, and financial analysis for client engagement.
Summary Generated by Built In
Assisting RM/SRM in Credit Underwriting, Client Management, Portfolio Management, Credit Hygiene
Responsibilities- Preparation of pre-post sanction credit memorandum
- Loan documentation and disbursement
- Portfolio management and credit monitoring through periodic reviews
- Analyzing financial statements making financial models and projections
- Ensuring client onboarding with full KYC
- Updated on regulations and compliances Being aware of market updates
- Ability to estimate client wallet across banking products and cross sell along with product partners
- Periodic plant visits for business development and credit monitoring
Qualifications: CA/MBA
Experiences: 2 to 6 years
Skills Required
- CA or MBA
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The Company
What We Do
CSB is a full service bank established in 1920 and headquartered in Thrissur, Kerala. CSB has over 703 branches covering not just the district headquarters and large towns but also semi-urban and rural centers. Thanks to its unique origin and history, CSB is considered a household banking brand in Kerala. CSB offers Retail, Wholesale and SME Banking services through its footprint of over 703 branches across the country serving over 2 million customers.
