1 1 Finance
Vertical Head - Liability (Personal Finance Advisory)
Mumbai ₹5-11 LPA Posted 4 Jun 2025
FULL TIME
Credit Analysis
Regulatory Compliance
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
- Strong analytical and strategic thinking skills, with the ability to make data-driven decisions
- Extensive knowledge of financial markets, liability management, and regulatory compliance
- Excellent interpersonal and communication skills, with experience in stakeholder management
- Proven ability to lead and develop a high-performing team in a dynamic environment