Rushabh Sheth Email & Phone Number

Mumbai, Maharashtra, India

 Handling team of 6 relationship managers. Responsible for building portfolio, ensuring targets are met which includes Asset growth, Processing / Renewal / Fx Income, NTB count, etc. Work with Branch Team for Lead generation and Lead conversion. Credit appraisal for companies across different industries like Chemicals, Textiles, Infrastructure, NBFCs, etc. Obtain sanction approvals and process disbursement. Complete ownership of new portfolio, Credit Management and Housekeeping: Primarily includes preparing CAMs & timely renewals, deferral management, plant/site visits, preparation of call memos, updation of Stock statement, insurance of Stock and collaterals, TOD & quarterly financial review. Monitoring quality of Portfolio; lookout for signs of stress in client operations and report to internal team.

Mumbai Area, India

 Acquisition of SME & Mid Corporate NTB clients with lending ticket size above Rs10 crores. Work with Branch Team for Lead generation and Lead conversion. Liason with Credit Analyst and Credit Manager to obtain sanction approvals and process disbursement. Disbursement of sanctioned cases including documentation, security creation and setting up of limit.

Mumbai Area, India

 Complete ownership of a portfolio of 30 SME clients and sourcing NTB clients. Work with Branch Team for Lead generation and Lead conversion. Preparing Credit Appraisal Memo across different industries for Credit assessment. Obtain sanction approvals and process disbursement. Responsible for growth of portfolio, ensuring targets are met and all avenues of revenue stream explored. Credit Management and Housekeeping: Primarily includes preparing CAMs & timely renewals, deferral management, plant/site visits, preparation of call memos, updation of Stock statement, insurance of Stock and collaterals, TOD & quarterly financial review. Explore Cross sell opportunities of CASA/FDs, AL, HL and other TPP to existing clients.

Mumbai

 Evaluation of prospective customer’s business model and market, understand clients requirement, structuring proposals/deals within Banks credit guidelines, Credit Programs and customers requirement. Monitoring economic and industry developments as well as financial parameters of clients to detect potential risk triggers or signs of stress and taking appropriate steps to mitigate risks. Preparation of detailed proposal notes; making presentation to sanctioning committees for approval of credit files as per bank policy and ensuring clearance from credit sanctioning committees.

Mumbai Area, India

Carrying out profound research on companies across different sectors like Infrastructure, Textiles, Metals, Aviation and Banks Accountable for preparing Financial Models, structuring & writing research reportsEmerging efficient investment ideas to Fund Managers and HNI clients Compiling outlook report which includes market wrap-up, latest corporate developments and summary of F&O activity

Mumbai Area, India

 Effectively handled the tasks of generating innovative strategies to enlarge the prospect of business and be one of the key distributors of medical kits Responsible for accounting and maintaining inventory programs using Tally In-charge of Client billing accountable for collections on Accounts Receivable