ABHIJEET SUDHIR MOREKAR

Responsibilities And Job Description

• Acquisition of new Preferred customers Assess local market conditions and identify current and prospective sales opportunities .
• Enhancement and deepening of the existing relationship by cross-selling products and services as per the profile and need of the customer. Promote high-quality sales, supply and customer service
  ice processes
• To achieve overall business targets on volumes and profitability for SME customers.
• To regularly interact with the branches for lead generation for SME updates on the leads in CRM, ensuring conversions and following complete lead conversion process.
• Improvement on yield for the Bank so that the Portfolio has a strong Return on capital at RM portfolio level.
• Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.) and post disbursement sign off from customers, including deferral closure .
• Co-ordination with credit for CAM approval, deferral waiver / extension & other customer requirements like Buyers credit, TOD- s Co-ordination with local Ops for disbursements, TOD limit setting, submission of Stock Statement.
• Prepare, analyze, and verify annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning
• Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.

Responsibilities And Job Description

• Acquisition of new Preferred customers Assess local market conditions and identify current and prospective sales opportunities .
• Enhancement and deepening of the existing relationship by cross-selling products and services as per the profile and need of the customer. Promote high-quality sales, supply and customer serv
  ice processes
• To achieve overall business targets on volumes and profitability for SSB customers.
• To regularly interact with the branches for lead generation for SBB updates on the leads in CRM, ensuring conversions and following complete lead conversion process.
• Improvement on yield for the Bank so that the Portfolio has a strong Return on capital at RM portfolio level.
• Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.) and post disbursement sign off from customers, including deferral closure .
• Co-ordination with credit for CAM approval, deferral waiver / extension & other customer requirements like Buyers credit, TOD- s Co-ordination with local Ops for disbursements, TOD limit setting, submission of Stock Statement.
• Prepare, analyze, and verify annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning

Job Description

• Relationship building with both internal and external customer of the RM. Client satisfaction and taking care of all banking needs of the customer.
• Coordinating with trade desk and customer for smooth LC/BG issuance, and for import / export payment, BG invocation, LC payment Relationship building with both internal and external customer of the RM. Client satisfaction and taking care of all banking needs of the customer.
• Preparation of customer profiling sheet and identifying cross sell and revenue increasing opportunities
• CAM Preparation & query resolution
• Customer negotiation on rates and other issues relating to charges.
• Co-ordination with local Ops for disbursements, TOD limit setting, submission of Stock Statement.

• . E-Net, CMS and cross sell of other such products.

Responsibilities And Job Description

• Reconciliation With Internal Team I.S Credit Team, Risk Assessment Team
• Checking client Profile (Financial, Investment, Market Value)
• Coordinate in Pledge Funding (Disbursement and Release of Stock)
• Maintaining the existing portfolio (Cash Credit, TL, BG LC)
• Relationship building with both internal and external customer of the RM. Client satisfaction and taking care of all banking needs of the customer.
• Coordinating with trade desk and customer for smooth LC/BG issuance, and for import / export payment, BG invocation, LC payment Relationship building with both internal and external customer of the RM. Client satisfaction and taking care of all banking needs of the customer.
• Preparation of customer profiling sheet and identifying cross sell and revenue increasing opportunities
• CAM Preparation & query resolution
• Customer negotiation on rates and other issues relating to charges.
• Co-ordination with local Ops for disbursements, TOD limit setting, submission of Stock Statement.
• . E-Net, CMS and cross sell of other such products

• Liaoning With Private Limited Company
• LLP For Company Incorporation
• Filing Of Balance Sheet With Register Company
• Documents For Charge Creation
• Issuance Of Digital Signature

• Summer, A Study of Credit Appraisal System For Loans At HDFC Bank
• The Project gives you a Brief Knowledge on the Introduction & Meaning of Credit Appraisal
• Advantage of Credit Appraisal to customer
• This Project makes Focus on Criteria for Project Finance
• To check the primary & collateral security cover available for recovery of such fund
• The project Flashes some light on Project report & how it has been approved by the Banks