Weekday AI
Finance / FinServ
CA-MT-ManagementTrainee
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“CA- MT - Management Trainee at Weekday AI. Skills: Credit Analysis, Financial Assessment, Risk & Compliance. Conduct detailed customer assessments through field visits to business locations, residences, and collateral sites. Prepare credit assessment memos, including financial analysis and cash flow evaluation”
What You'll Achieve.
maintain a healthy portfolio
Industry & Context.
problem-solving mindset
field visits to business locations, residences, and collateral sites
What They're Looking For.
Must Have
Chartered Accountant (CA) or Cost & Management Accountant (CWA) Qualified, 0 years of experience
What You'll Do.
Conduct detailed customer assessments through field visits to business locations
Prepare credit assessment memos
including financial analysis and cash flow evaluation
including legal and technical due diligence
Perform credit checks and ensure compliance with documentation requirements
Recommend and underwrite proposals in line with internal policies and procedures
Support loan disbursement processes
ensuring accuracy and zero-error execution
Monitor early delinquencies and identify potential risk cases to maintain a healthy portfolio
Assist in managing post-disbursement documentation and compliance
Process loan files within defined turnaround times (TAT)
Coordinate with business teams to ensure seamless proposal processing
Stay updated on local market conditions
and industry developments
Provide inputs and updates to senior stakeholders on potential risks or market changes
Support internal teams through knowledge sharing on products
Resolve audit queries and ensure adherence to internal and regulatory guidelines
Maintain strict confidentiality of customer and organizational data
Review early warning signals and non-starter cases with due diligence
Ensure full compliance with company policies and risk frameworks
How You'll Work.
Team & Collaboration
working closely with business and risk teams; Coordinate with business teams to ensure seamless proposal processing; Provide inputs and updates to senior stakeholders on potential risks or market changes; Support internal teams through knowledge sharing on products, policies, and processes
Communication Scope
interpersonal and communication skills
Full Job Description
**This role is for one of the Weekday's clients** **Salary range: Rs 900000 - Rs 1200000 (ie INR 9 - 12 LPA) ** Min Experience: 0 years Location: Karnataka, Tamil Nadu, Andhra Pradesh, Telangana JobType: full-time We are looking for a Chartered Accountant (CA) or Cost & Management Accountant (CWA) Fresher to join as a Management Trainee in the Credit function. This role offers a strong foundation in credit underwriting, risk assessment, and financial analysis within the banking and MSME lending space. The ideal candidate will gain hands-on exposure to end-to-end loan processing, customer evaluation, and portfolio monitoring while working closely with business and risk teams. **Requirements** **Financial & Credit Responsibilities** * Conduct detailed customer assessments through field visits to business locations, residences, and collateral sites * Prepare credit assessment memos, including financial analysis and cash flow evaluation * Evaluate collateral, including legal and technical due diligence * Perform credit checks and ensure compliance with documentation requirements * Recommend and underwrite proposals in line with internal policies and procedures * Support loan disbursement processes, ensuring accuracy and zero-error execution * Monitor early delinquencies and identify potential risk cases to maintain a healthy portfolio * Assist in managing post-disbursement documentation and compliance **Operational Responsibilities** * Process loan files within defined turnaround times (TAT) * Coordinate with business teams to ensure seamless proposal processing * Stay updated on local market conditions, including economic, legal, and industry developments * Provide inputs and updates to senior stakeholders on potential risks or market changes * Support internal teams through knowledge sharing on products, policies, and processes **Compliance & Risk Responsibilities** * Resolve audit queries and ensure adherence to internal and regulatory guidelines * Maintain strict co
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