Job Summary

We are one of the leading Financial Consultancy Firms having more than two decades of experience in the field of Finance & Accounts, providing comprehensive financial services to Corporate and Non Corporate clients with the core values of integrity, confidentiality, customer satisfaction, and commitment to quality.

We are specialized in advising clients according to their financial needs, providing necessary assistance to perform better, conducting financial and technical diligence studies for their various fund requirements.

We are looking for a “Retail Finance Executive” who can examine the financial statements, analyse and interpret the data to understand the financial needs of the individuals, assess their requirements, prepare proposals and help the clients in obtaining the proper credit facilities from the Banks/ FIs.

Products like (Home loan, Education loan, vehicle loan, lap etc)

The job profile of the “Retail Finance Executive” is given below:

Contact: 08793740165 / 08446240165, Placement Services in Nashik, Pune and Mumbai/ Impact HR n KM Solutions,


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Responsibilities and Duties

  • Maintain and develop various financial models & Templates – historical, forecasts and projections and conducting peer level comparisons..
  • Documentation for proposals for various types of credit facilities.
  • Follow up with clients for obtaining the information/documents required for preparation of loan proposals
  • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

Qualifications and Skills

  • Extremely strong MS Excelskills
  • Excellent written and verbal communication skills
  • Strong work ethic with a positive, can-do attitude

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