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Required Skills & Competencies
Key Result Areas
Supporting Actions
To assist the Business Head in delivering Business Development strategy and Deliver Profitability & Asset Book numbers in line with the budgets for the Emerging & Growth Clients Group
§ To assist the National Business Head in implementing devised Business strategy for the West & South (AP, Telangana, Tamil Nadu) Regions and tap local network to achieve the budgeted business volumes / Net Interest Income / Fees / Asset Book / PBT / RoA, etc
§ To initiate cross selling initiatives for generating additional revenues for firm
Grow, Nurture, and Manage Relationships across Emerging & Mid-Corporate Houses in the Country (CFO, Senior Management, and Promoter levels)
§ The Customer base has to be widened significantly in the segment. The RRH has to Grow, Nurture, and Manage a much wider network of relationships across Emerging & Mid Corporate Houses in the Regions / Country (Promoter, CFO and Senior Management level).
To set high standards of Deal Structuring, Due Diligence & Loan Documentation
§ To have sectoral and product knowledge which enables effective deal structuring & term sheet discussions with the customer
§ To conduct detailed due diligence, analysis, evaluation of the deal thereby resulting in high quality appraisal
§ To work closely with the Credit, Legal and Operations team to ensure that the due diligence, loan documentation & disbursement conditions are closed with the customers to the satisfaction of the organization
To maintain constant interactions with the clients, ensure effective Customer Service standards and superior client satisfaction
§ To ensure satisfaction for the Portfolio clients & ensure effective servicing for their various requirements from loan processing to information requirements to post disbursement requirements like balance confirmations, NOCs etc
§ To resolve issues related to client servicing and co-ordinate with the Risk / OPS/ Finance/ Credit / Legal teams
To be aware of risk management and regulatory norms and credit policy/process adherence, conduct portfolio review
§ To be aware of all critical policies, processes & documentation for all the products & ensure compliance
§ To undertake documentation and KYC formalities for the customers in a seamless manner while managing good TATs
§ To keep up breast of the latest developments in the local market & report for any indication of customer defaults, sectoral changes etc
To formulate periodic MIS for the routine activities
§ To send periodic reports to the Business Head – Emerging and Growth Clients Group for potential business opportunities etc.
§ To report MIS and tracking of targets & personal meeting with clients with status of deals in pipeline
Most Accounting & Finance Jobs posts in Mumbai ask for 3–6 years of experience (46% of 310 that say).
From live job posts on CoreHRx, updated 2 Nov 2026. Skill figures count posts that list their skills; salary figures only posts that show a salary.
The post does not state the pay. As an estimate, comparable posts on CoreHRx advertise ₹5.3L – ₹10L a year (typical for Accounting & Finance Jobs in Mumbai, 52 posts).
The post asks for 10 Yrs experience.
In Mumbai.
It is a full time job.
You apply on AimsHR Consulting's website. CoreHRx takes you there after you sign in.
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