Retainer

Actively Reviewing the Applications

Crisil

India, Tamil Nadu, Chennai Full-Time On-site

Posted 5 hours ago • Apply by May 4, 2026

Job Description

Primary Roles & Responsibilities

Support end-to-end transaction lifecycle activities across Wealth Credit portfolios, including deal setup support, documentation checks, system data validation, and post-disbursement monitoring.
Review and validate credit approval memoranda, term sheets, and credit agreements to ensure alignment with approved terms and operational readiness.
Assist with facility setup and booking readiness across lending platforms, ensuring data accuracy and completeness.
Perform covenant and collateral monitoring, including LTV checks, margin monitoring, documentation tracking, and exception identification.
Support data quality checks, reconciliations, and remediation activities linked to internal and regulatory reporting requirements.
Work under defined maker–checker controls and adhere to governance, audit, and documentation standards.

Experience & Skill Set Required

3–5 years of experience in transaction management, loan operations, or credit operations, preferably within Wealth Management / Private Banking or secured lending portfolios.
Working knowledge of wealth credit products such as margin/Lombard lending, bespoke secured facilities, real estate–backed loans, or structured wealth lending.
Familiarity with loan processing platforms (e.g., Loan IQ, Flexcube, AFS or similar) and credit documentation.
Understanding of covenants, collateral structures, and post-close monitoring processes.
Strong attention to detail, documentation discipline, and ability to operate in control-driven environments.