•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.
Identify cross sell opportunities and work closely with relationship manager to sell full range of WB products and capture entire client value chain.
Work as an active member of an origination team involved in preparing pitch book, industry leads, etc.
In conjunction with RM and CA, prepare brief 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 operations & the CCM – Specialist teams.
Release the trade offerings in IMEX, after obtaining the necessary approvals.
Work in partnership with FM to setup FEDS/MUREX ID and ISDA request.
Liaising with Legal & Compliance, CRC and clients to resolve documentation issues or 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.
Actively engage with client and also with the product partners to ensure high level of utilization 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 regularized 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.
University degree in a relevant discipline, post graduate qualifications or professional certifications will be added advantages
Minimum of 8 years banking experience
Strong Communication and people management Skills
Strong selling and negotiation skills
Strong Financial, analytical and writing skills.
Thorough understanding of the industry and possess strong client network