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Vertical Head - Liability (Personal Finance Advisory)
1 Finance
posted 7d ago
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Flexible timing
Key skills for the job
Job Description
- Regularly monitoring changes and updates in the regulatory environment impacting the retail lending industry
- Act as the subject matter expert on regulatory issues related to retail lending, providing guidance to the team
- Conduct thorough assessments of each client s financial situation, including credit profile, income, and debt-to-income ratio, to recommend the best loan options
- Build and maintain strong relationships with various banks, credit unions, and other lending institutions
- Maintain a comprehensive database of lending institutions, contacts, and loan products to streamline client recommendations
- Develop and deliver regular training sessions for internal financial advisors, covering lending products, regulatory requirements, and best practices in client service
- Offer external training to affiliated advisors and partners, ensuring they understand our loan products, client assessment techniques, and the latest industry updates
- Organizing well-structured and engaging workshops, seminars, and training sessions. Empowering financial advisors to better understand the retail lending landscape, improve their client interactions, and stay compliant with industry regulations
Employment Type: Full Time, Permanent
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based on 27 employees
Flexible timing
Alternate Saturday off
No travel
Day Shift
1 Finance Benefits
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Job Training Doctor on Call services Education Assistance Financial Wellness Plans Performance based appraisals
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1 Finance Mumbai Office Location
Mumbai, Maharashtra Office
B 1101/1102, Lotus Corporate Park, Goregaon East
Mumbai, Maharashtra
400063
400063
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