Posted on :
19 Dec, 2014
19 Dec, 2014
• Primarily responsible for providing direct sales support on post origination activities like documentation, reporting, etc by engaging with client, CRC, legal, compliance, etc
• Active engagement with client and also with the product partners to ensure high level of utilization of regular limits.
• Work with the RM on a specified portfolio and jointly responsible for the revenue growth
• Ensure high standards of hygiene (including OR, Portfolio management, Credit risk, etc) in the portfolio.
Key Roles & Responsibilities
Strongly assist the RM in origination by preparing pitch book, industry leads, etc.
Assist the RM and CA in preparing briefing notes for senior management visits.
Document the client meetings attended by preparing a call report via the CRM system
Ensure timely completion of account opening formalities of the client including collection of documents, signature verification etc., by liaising with cash operations & the CCM – Specialist teams.
Work in partnership with FM to setup FEDS/MUREX ID and ISDA request
Building profile with the client via frequent interaction and contact (e.g. Client Calls, Visits and Events)
Client on-boarding & deal execution Assist the RM in liaising with Legal & Compliance, CRC and clients to resolve documentation issues like T & C deviations for standard documents.
Obtain approval for modification in standard documentation wherever necessary from appropriate authority.
Ensure documentation is completed and the limits loaded properly to ensure faster execution of the transaction.
Work with the CDD team to ensure eCDDs are created and renewed on time.
Seek approval from various authorities for release of trade offerings and release the deal in IMEX.
Maintenance of record of confidentiality agreement
Account Management and portfolio quality Actively engage with client and also with the product partners to ensure high level of utilisation of regular limits
Work closely with product partners for coordinating client training for non lending products. (Client training to be conducted by Product Partners.)
Track past dues and excesses in the portfolio meticulously and ensure they are regularised on time. Any exceptions to be highlighted to CA and RM.
Seek necessary approvals, wherever required and release trade offerings on time to ensure faster TAT on trade transactions.
Co-ordinate with Ops / GSSC for any rectifying any ops related issues and issue SIFs wherever required within the authority.
Ensure document deficiencies are minimum (as reflected by DDR, GDR, etc) and are rectified on time.
Liaise with other banks for information sharing and seeking opinion reports and respond to NOC requests from other banks/NAK etc.
Liaise with FAM/GAM/RAM for day to day account maintenance and operational issues.
Arrange for stock inspection/Valuation
Ensure correctness of data in SCI/CRM/CPPR, etc. Attend portfolio review meetings along with RM/CA/Team leaders
Track and action on Failed Trade Report\
Ensure compliance of all internal/regulatory policies & regulations.
Responsible for respective segments risk issues such as optial etc and others as and when required.
Risk Responsibilities To work as RP for the LC Unit
To report unit’s OR issues and losses to UORM
To assist UORM in developing and updating of procedures, controls and monitoring plans for Operational Risk Management
Act as OR coordinate for the section
To adhere to the agreed KCSA plans and approach
To identify and report all exceptions on non compliance with standard controls
To identify and report all weaknesses inherent in the standard controls
To maintain proper record keeping on all KCSA related activities
To maintain independence in the conduct of KCSA i.e. not selecting and reviewing samples of self-performed transactions
Qualifications & Skills
• Minimum two years in a corporate banking institution.
• First degree in Business, Commerce, or Economics or in a science or other field where analytical skills are gained is acceptable.
• Excellent communication (written and verbal) and negotiation skills.
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