Job Description
\n\u2022 Primarily responsible for providing direct sales support on post origination activities like documentation, reporting, etc by engaging with client, CRC, legal, compliance, etc
\n\u2022 Active engagement with client and also with the product partners to ensure high level of utilization of regular limits.
\n\u2022 Work with the RM on a specified portfolio and jointly responsible for the revenue growth
\n\u2022 Ensure high standards of hygiene (including OR, Portfolio management, Credit risk, etc) in the portfolio.
\nKey Roles & Responsibilities
\nOrigination
\n\uf06e Strongly assist the RM in origination by preparing pitch book, industry leads, etc.
\n\uf06e Assist the RM and CA in preparing briefing notes for senior management visits.
\n\uf06e Document the client meetings attended by preparing a call report via the CRM system
\n\uf06e Ensure timely completion of account opening formalities of the client including collection of documents, signature verification etc., by liaising with cash operations & the CCM \u2013 Specialist teams.
\n\uf06e Work in partnership with FM to setup FEDS\/MUREX ID and ISDA request
\n\uf06e Building profile with the client via frequent interaction and contact (e.g. Client Calls, Visits and Events)
\nClient on-boarding & deal execution \uf06e Assist the RM in liaising with Legal & Compliance, CRC and clients to resolve documentation issues like T & C deviations for standard documents.
\n\uf06e Obtain approval for modification in standard documentation wherever necessary from appropriate authority.
\n\uf06e Ensure documentation is completed and the limits loaded properly to ensure faster execution of the transaction.
\n\uf06e Work with the CDD team to ensure eCDDs are created and renewed on time.
\n\uf06e Seek approval from various authorities for release of trade offerings and release the deal in IMEX.
\n\uf06e Maintenance of record of confidentiality agreement
\nAccount Management and portfolio quality \uf06e Actively engage with client and also with the product partners to ensure high level of utilisation of regular limits
\n\uf06e Work closely with product partners for coordinating client training for non lending products. (Client training to be conducted by Product Partners.)
\n\uf06e 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.<\/p>\n
\uf06e Seek necessary approvals, wherever required and release trade offerings on time to ensure faster TAT on trade transactions.
\n\uf06e Co-ordinate with Ops \/ GSSC for any rectifying any ops related issues and issue SIFs wherever required within the authority.
\n\uf06e Ensure document deficiencies are minimum (as reflected by DDR, GDR, etc) and are rectified on time.
\n\uf06e Liaise with other banks for information sharing and seeking opinion reports and respond to NOC requests from other banks\/NAK etc.
\n\uf06e Liaise with FAM\/GAM\/RAM for day to day account maintenance and operational issues.
\n\uf06e Arrange for stock inspection\/Valuation
\n\uf06e Ensure correctness of data in SCI\/CRM\/CPPR, etc. Attend portfolio review meetings along with RM\/CA\/Team leaders
\n\uf06e Track and action on Failed Trade Report\\
\n\uf06e Ensure compliance of all internal\/regulatory policies & regulations.
\n\uf06e Responsible for respective segments risk issues such as optial etc and others as and when required.<\/p>\n
Risk Responsibilities To work as RP for the LC Unit
\n\uf06e To report unit\u2019s OR issues and losses to UORM
\n\uf06e To assist UORM in developing and updating of procedures, controls and monitoring plans for Operational Risk Management
\n\uf06e Act as OR coordinate for the section
\n\uf06e To adhere to the agreed KCSA plans and approach
\n\uf06e To identify and report all exceptions on non compliance with standard controls
\n\uf06e To identify and report all weaknesses inherent in the standard controls
\n\uf06e To maintain proper record keeping on all KCSA related activities
\n\uf06e To maintain independence in the conduct of KCSA i.e. not selecting and reviewing samples of self-performed transactions<\/p>\n
Qualifications & Skills
\n\u2022 Minimum two years in a corporate banking institution.
\n\u2022 First degree in Business, Commerce, or Economics or in a science or other field where analytical skills are gained is acceptable.
\n\u2022 Excellent communication (written and verbal) and negotiation skills.<\/p>\n