Rohit Pandey

-Setting up the branch and process
-ensure business targets and profitability of the branch

-Acquisition of new clients
-Preparation of Credit Appraisal Memo
-Preparation of Disbursal documentation
-Follow-up on end to end closure of client requirements once they are on-boarded

 Client acquisition, putting clients on Board and subsequently managing existing portfolio of client's and resolution of the outstanding issues of the existing clients
 Liaising with various teams towards resolution of client’s queries and issues.
 Responsible for closure of the Credit deferrals and waivers required for maintenance of existing portfolio quality
 Preparation of Credit Assessment Memo for various clients and performing the financial report risk assessment.
 Acquisition of new clients through references, conferences, market research, cold calling and other sources.
 Responsible for maintenance of quality assets and looking for early warning signs in the existing portfolio of assets
 Accountable for increase in the liability book from the existing portfolio of asset clients

Assisting client acquisition Relationship Managers towards putting clients on Board and subsequently managing their existing portfolio of client's and resolution of the outstanding issues of the client
Liaising with various teams towards resolution of client’s queries and issues.
Responsible for liaising with client towards closure of the Credit deferrals and covenants.
Preparing Credit Risk Assessment spreadsheets for various clients and performing the financial report risk assessment.
Lead generation for acquisition of new clients through references, conferences, market research, cold calling and other sources.
Responsible in assisting the Relationship Manager/Senior Relationship Manager(Regional heads) in proposing various a facilities as per the requirement of the client's
Accountable for undertaking activities which are held towards client engagement and brand building/marketing.
Assisting Relationship Managers in proposal making, follow-up with the credit department, resolving queries of the credit department, meeting clients as and when required and helping them to disburse the sanctioned facilities.

Played a major role in preparing Credit Risk Assessment Reports for various business banking clients from Maharashtra circle.
Financial Report Analysis, Banking Analysis, Industry Analysis and Management Analysis of various Business Banking Clients
Assessment of Various risks of various clients, namely Business Risk, Transaction Risk, Financial Risk and Management Risk.
Administered activities related to evaluation of financial applicability for various working capital facilities, term loan facilities and other credit based facilities which were being proposed (both fund based and non fund based).
Responsible in assisting the Relationship Manager/Senior Relationship Manager(Regional heads) in proposing various a facilities as per the requirement of the client's
Have helped various Relationship Managers for managing the portfolio of client's in the absence of the respective Relationship Managers
Co-ordinated with Trade Finance operations to fulfill customer's requests and attention to issues.
Accountable for undertaking activities related to financial modeling for building pro-forma financial reports.

Instrumental in teaching:
 Corporate Accounting and E-Banking to BBA students.
 Trade Finance to students of Master of International Business.