Loan & Deposit Portfolio Management – Finance Executive

📍 Location: Santacruz (East), Mumbai
🏢 Department: Finance / Treasury
💼 Experience: Minimum 5 Years
📌 Position Title: Based on experience and interview performance


🔍 Position Overview:

We are hiring an experienced and detail-oriented Finance Executive to manage the Loan & Deposit Portfolio of a reputed organization. This role involves managing private borrowings, investment portfolios, compliance documentation, and preparing financial reports for management and auditors.


Key Responsibilities:

  • Manage private borrowings including Unsecured Loans and Inter-Corporate Deposits (ICDs)

  • Draft loan proposals and ensure complete documentation and compliance

  • Handle LAP, LAS, LRD, OD facilities and coordinate renewal processes

  • Liaise with banks, NBFCs, and brokers for disbursals, repayments, and queries

  • Track loan repayment schedules, interest payments, and statutory requirements

  • Oversee investment portfolios: Fixed Deposits, Mutual Funds, Shares

  • Monitor maturities, returns, and reinvestment plans

  • Prepare and update MIS reports and financial dashboards

  • Work with internal teams for audit readiness, document control, and compliance

  • Coordinate with auditors, legal, and compliance teams for financial accuracy


🛠 Candidate Requirements:

  • Minimum 5 years of experience in Finance, Treasury, or related roles

  • Age: 30+ years preferred

  • Strong MS Excel skills and knowledge of financial reporting

  • Familiarity with loan documentation, investment tracking, and SAP (Treasury Module) is a plus

  • Excellent communication, organization, and documentation skills

  • Attention to detail and ability to work in a structured, compliance-driven environment


📩 How to Apply:

Interested candidates can reach out or share their updated resume:

Ankit Arun Shetty
📞 +91 77188 88269
📧 ankit.shetty@wisecor.in
Sr. HR Recruiter – Wisecor Services Pvt. Ltd.

Job Category: Finance
Job Type: Full Time
Job Location: Andheri

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