CareerPlan

Associate, Specialist, Credit Analyst, Institutional Banking Group

Mumbai, INFull-time2026-10-13 → 2026-11-10

Core

Support Relationship Management teams in credit analysis, documentation, client onboarding, and portfolio monitoring for Institutional Banking Group clients.

Role type

Associate Credit Analyst (Institutional Banking)

Builds

Credit memos, proposals, and account relationship plans for FI clients (banks, NBFC, Insurance)

Domain

Banking / Financial Services / Institutional Finance

Required skills

Credit analysis, financial analysis, risk management, regulatory compliance (MAS/RBI), KYC/AML, portfolio monitoring, cross-selling, MIS tracking

Preferred skills

Sales experience in cash management/trade finance, knowledge of FIG segment, competitor analysis

Technologies

Spreadsheets, MIS tools, banking operational platforms

Responsibilities

Prepare credit memos and proposals, assist in client onboarding/KYC, monitor portfolio for irregularities and early warning signs, ensure regulatory reporting and compliance, cross-sell banking products, manage customer retention and satisfaction metrics

Seniority

Junior to Mid-level, hands-on IC