Transaction and Portfolio Management (COF) Professional

Overview

Credit underwriting and portfolio management for corporate clients

Key Responsibilities

• proposal presentation
• portfolio reviews
• regulatory compliance
• risk meetings
• credit reporting
• team management

Tasks

-Presentation of proposals to the approval authorities -Portfolio reviews and record keeping for audit and regulatory requirements. -To liaise through structured meetings, with Sales and other members of the Risk Management team to ensure continuous improvement of business process. -To participate in customer meetings when needed to fully understand the risks and opportunities involved in a transaction. -Preparation of credit reports as per specified formats and ensure compliance with risk policies and processes while working with sales team and provide timely support in closure of transactions. -Manage entire portfolio of SFPL and guide and train the team.

Requirements

• underwriting
• equipment finance
• los/lms
• ca/mba
• commercial finance
• 5-10 yrs

What You Bring

-To perform high quality and timely credit underwriting of new business transactions of Small, Mid and Large Corporates within delegated authority levels, understanding levels of risk and appropriate returns. -Knowledge of Equipment Finance is preferred. -Experience in LOS / LMS in a Bank or NBFC. -Quick learning ability. -CA or MBA from an institution of repute. -Experience in commercial finance is mandatory. -Ability to take credit decisions. -About 5-10 years of experience in risk or credit in a bank or a reputed NBFC in underwriting

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About Siemens

-The company drives progress with solutions in electrification, automation, and digitalization across industries. -With cutting-edge products and services, it leads sustainable innovation for industries like energy, manufacturing, and infrastructure. -Its impressive portfolio includes smart grids, automated factories, advanced healthcare technologies, and solutions for urban mobility. -Siemens’ digital solutions enhance efficiency and sustainability in everything from smart buildings to electric vehicles. -It has contributed to iconic projects, including energy-efficient train systems and automation in key industrial sectors. -Transforming how industries use digital technology to optimize operations and tackle global challenges.

Sector Specialisms