Job Description

Job Description

 

Job Title: Sales Coverage Support Junior Analyst

Location: DLF Square, 2nd Floor, Jacaranda Marg, Phase 2, Gurgaon 122002

Mode of interview: In-person

 

Note:

  • Specific/ mandatory skills: good communication skills, basic understanding of balance sheet, ability to learn
  • Open to consider fresher candidates (Yes/No): Yes
  • Experience range:  2 – 5 years
  • Project duration: 8 months
  • Shift timings:  9:30 am – 6:00 pm
  • Number of days work from office: 5

 

 

Description/Responsibilities:

Client Meeting:

  • Preparing marketing presentations for new acquisitions and existing clients.
  • Call report writing
  • Prepare marketing presentations for new acquisitions and existing clients.
  • Name scoping for prospective clients.

 

KYC & Post-Sales Support:

  • Generate a/c opening documentation, preparation of BSF, follow-up with client & resolution of all queries, review of filled documents, CMC approvals for account opening.
  • Credit Documentation – internal liasing for credit documents, review & resolution of discrepancies, resolution of all queries, seeking approvals where required, preparation of annex III, till loading of limits. Periodic reviews & adherence with credit documentary requirements – where DPN/LOC are expiring, CG is expiring, stock statement required etc.
  • Periodic Reviews – Colour change templates, NCA for KYC completion.

 

Client Queries, Transactions & Complaints:

  • STL disbursements & roll-overs – tracking, roll-overs/ liquidation, from rate communication till processing of transaction. Seeking business heads approvals where required.
  • Open-ended guarantees – seeking GRM approvals for issuance.
  • NOC issuance, Solvency Certificate Issuance, Bank Detail Confirmation, follow-ups for routine client requirements – balance confirmation certificates, statements, signature updation, ECB guidelines, name change.
  • Follow up for credit documents & transaction-based documents with clients.

 

Ensuring compliance to all RBI Circulars & Directions issued from time to time:

  • RBI/ Central Bank Guidelines – adherence with Notifications as issued from time to time for North & East – LEI exercise, UFCE exercise, WCL/OD exercise.
  • Ensuring guidance to client on regulatory matters by liasing internally.

 

Internal Auditory Requirements:

  • Preparation of pre-screeners, Client Profile Forms for the North & East.
  • Deferral tracker resolution
  • Liasing with GRMs for Client Form for Transaction Monitoring

 

MIS Analysis:

  • Loan Delivery MIS, Loan Control MIS, Biz Report, Un-serviced interest & excess over limits MIS.
  • Following up for funding or documents for resolving every excess in the account

 

Supply Chain Finance:

  • Liasing with vendors & suppliers where required, preparing KYCSF, updating anchor, resolving discrepancies to ensure on-boarding of vendors.

 

 Non-Client:

  • Internal meeting data collation
  • Driving activities for the region from time to time – example: Euromoney Votes by touch basing with clients for North & East & following up till maximum votes received.
  • Collating data for region viz-a-viz, pipeline,

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