Senior Associate
Current- Performing daily financial activities, due diligence, lending operations, documentation and credit risk management.
- Presenting analysis and timely reports on performance and progress of assigned accounts to Manager and other stakeholders.
- Signing on new clients and helping them through the onboarding process. Resolving client queries & complaints.
- Ensuring all the transactions is adhered to compliance, guidelines and regulations.
- Cross-selling and advising banking services & products (Life, Health Insurance, Mutual Funds, Bonds & Trading Accounts) to existing and prospective clients.