HDFC Bank Recruitment 2025: Credit Appraiser Job for Chartered Accountants in Pune

Post Name Credit Appraiser (Retail Lending)
Employer HDFC Ltd.
Location Pune, Maharashtra
Job Type Full-Time
Category Financial Services Jobs
Last Date Open until Filled

This is a perfect opportunity for Chartered Accountants (CA) looking for a full-time private job as a Credit Appraiser in Pune, Maharashtra. This latest opening at HDFC is ideal for experienced professionals with 1-5 years of experience in retail lending and credit assessment.

Job Summary

HDFC Ltd. is hiring a qualified Chartered Accountant for the role of Credit Appraiser in their Retail Lending team in Pune. This is a critical position where you will be responsible for evaluating loan applications from individual customers, including both salaried and self-employed individuals. Your primary task is to carefully analyze the financial health of these applicants to determine if they are a good credit risk for the company.

This role is not just about numbers; it involves direct interaction with customers. You will conduct personal discussions, perform on-site business visits to verify information, and ultimately make recommendations to the loan approval team. It is a perfect fit for a CA who is analytical, detail-oriented, and has excellent communication skills.

Key Responsibilities

  • Assess the financial applications of both self-employed and salaried customers to determine their ability to repay a loan.
  • Conduct personal discussions and meetings with applicants to better understand their financial situation.
  • Perform on-site business visits to verify the information provided by the customer.
  • Collect and carefully verify all necessary financial documents and proofs.
  • Prepare detailed appraisal notes and recommend loan proposals for approval to the sanctioning authority.
  • Contribute to business growth by identifying and developing ways to source new loan applications.

Required Qualifications and Skills

  • Education Requirement: Must be a qualified Chartered Accountant (CA).
  • Experience Requirement: 1 to 5 years of relevant experience in credit appraisal, retail lending, or a similar financial analysis role.
  • Key Skills:
    • Excellent oral and written communication skills.
    • Strong analytical abilities and a process-oriented mindset.
    • A customer-focused approach with high levels of integrity.
    • Good time management, convincing skills, and the ability to work well in a team.
    • A proactive and high-energy attitude to achieve results.

Frequently Asked Questions (FAQ)

Q1: What is the main function of this role?

A1: The main function is to assess the creditworthiness of retail loan applicants by analyzing their financial data, conducting meetings, and making approval recommendations.

Q2: Who is the hiring organization?

A2: The hiring organization is HDFC Ltd.

Q3: Is a CA qualification mandatory?

A3: Yes, this position is specifically for qualified Chartered Accountants.

Q4: Where is the job located?

A4: This is a full-time, on-site role based in Pune, Maharashtra.

Q5: Does this job involve fieldwork?

A5: Yes, the role requires meeting customers and conducting business visits as part of the appraisal process.

Disclaimer

This job post is for informational purposes only. We are not the employer and are not affiliated with the employer. Applications must be submitted only through the official website or authorized channels. We do not request any money or personal documents for job applications. Kindly read the full disclaimer here.