Full-time

Wealth Manager

Posted by Crescendo Global • Mumbai, Maharashtra, India

📍 Mumbai, Maharashtra 🕒 March 02, 2026

About the Role

Project Manager – Wealth Credit Transaction Management – Financial Services- Global banks – 3-9 Years - Chennai/Mumbai
We are looking for a detail-oriented Analyst with 3–9 years of experience in wealth credit or lending operations to support transaction management activities across secured lending portfolios. The role requires strong exposure to c redit documentation, facility setup, covenant monitoring, and loan systems within wealth management or private banking environments.
Location : Chennai / Mumbai
Domain -Global Banks and Financial Services
Your Future Employer -A leading global analytics and financial services organization known for its strong governance framework and exposure to complex, high-value wealth credit portfolios.
Responsibilities
Supporting end-to-end wealth credit transaction lifecycle activities including deal setup, documentation checks, and post-disbursement monitoring
Reviewing and validating credit approval memoranda, term sheets, and...

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