Jimmy Malhotra

• Sourcing new clients in the turnover segment of INR 150 Cr to INR 1000 Cr
• Handling existing clients having working capital limits in the range of INR 20 Cr to INR 100 Cr
• Preparing CMA data, Credit Appraisal Note and Ensuring sanctioning of facilities
• Maintaining portfolio hygiene by timely renewals, monitoring compliances and other parameters
• Coordinating with internal teams across Trade Operations and Treasury and Credit for high trade transactions of existing client

• Sourcing new clients to drive Bank’s book growth through branch network, Consultants, Existing Clients and Channel Finance Anchors
• Relationship Handling of over 25 Clients with Total portfolio size of INR 400 Crores.
• Growing book size, maintaining hygiene of book, Cross sell of products and Laison with all related departments.

• Sourcing new clients in the turnover segment from INR 50 to INR 500 Crore
• Conducting lead generation activities in support with Branch team for New-to-Bank reference generation
• Proposal Underwriting & ensuring for sanction of limits

• Process planning, Designing, Execution and System Integration of Co-lending operations with IndusInd Bank
• Aligning internal team as well as partner’s towards key activation and deliverables
• Identifying Cross-selling opportunity for Partner by leveraging field sales channel
• Coordinating with Product, Engineering team to build & deliver agreed constructs

Project Title: Developing a Business Case for Providing Market Access Services to Farmer Producer Organizations

Project Title: Developing a Business Case for Providing Market Access Services to Farmer Producer Organizations