Job Description
• Assist the Relationship Manager to develop and maintain a portfolio of both existing and target client relationships to maximize client revenues within the Portfolio Underwriting Standards and acceptable risk profile requirements.• Liaise with clients and internal teams to maintain the flow of necessary information and reports to ensure the team remains appropriately informed or client activities and performance, and to resolve operational challenges as they arise.
Key Roles & Responsibilities
• Maintain and exercise control over client accounts to ensure that services to customers are of the highest standard
• Prepare management reports relating to credit approvals, excesses, extensions.
• Monitor customer activities and performance, in order to minimise the risk of loss to the Bank.
• To ensure that all the administrative functions of the team / portfolio are performed accurately and on a timely basis, in accordance with approved procedures.
• Preparation of complex Business Credit Applications, including all the required items in the BCA checklist.
• Liaise proactively with product partners for origination, processing and closure of deals.
• Liaise regularly with other departments and product partners to resolve operational problems as they arise, including Transaction Banking, Project Finance, Financial Markets, Legal, Compliance, Trade Operations, and Credit Operations.
• Assist in preparing industry studies to improve knowledge within Client Relationships of specific markets and industries.
Desired Skills & Experience
Qualifications & Skills• Degree in Finance, Economics, Commerce, or similar with background in Banking.
• Knowledge of FX, cash management, and trade finance documentation and associated risks.
• Ability to think "outside the box" and develop innovative solutions for Customer needs.
• Ability to work effectively in a team
• Ability to present and take clear, rational decisions.
• Strong inter-personal skills, with excellent verbal and written communication and presentation skills.
• Attention to detail and highly responsive to the needs of internal and external stakeholders.
Apply Now - Resume or CV with Job Post Title
Email: jobs@aarenconsultants.in
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