- Business development, lead generation and maintaining regular client engagements- Credit and risk analysis of proposals to assess its viability- Preparation of credit memos and financial models- Daily management and periodic compliance and financial review of existing loan assets

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Worked closely with clients and bankers to syndicate banking facilities for clients. My work at “Quest” majorly included:- Client engagement to understand their needs, sources and constraints- CMA, IM preparation and financial analysis to ensure that the proposal is viable- Submission of proposals and negotiations and finalisations of terms with bankers- Pre and post sanction hand-holding with follow-ups, queries, documentations and disbursement requirements

Syndicating loans and maintaining banking relations was the major job profile. My KRAs included:- Syndicating debt through banking channels- Availing sanctions for project loans and working capital limits- Preparation of IMs, CMAs and proposal- Ensuring compliance with financial, legal and general covenants- Maintaining regular banking relationship and addressing their queries- Facilitating pre-export advance facilities from export clients

- Team leader for audit engagements and handled finalisation of various firms- Tax planning & returns for various clients & client representation with IT authorities for scrutinies- Developed accounting process for clients

- Auditing, income tax planning and return filing for clients.- Assigned to Jayesh Sanghrajka & Co. for 8 months and successfully set-up their Debt Syndication segment.