To efficiently manage bank’s corporate client portfolio, in turn achieving departmental targets and banks objectives.
Education:Bachelor’s Degree in Finance / Banking with MBA
Knowledge:In-depth understanding of Corporate Banking, Portfolio management, Risk analysis and market trends
Experience: 6 – 8 years of experience as a Banking professional
Accountabilities:
New business:
Network to capture new business of various clients.
Prepare credit analysis reports of new clients prior to verification
Recommend prospective clients to management committee.
Effectively present new products to clients for enhanced revenue generation.
Revenues & targets:
Plan activities to achieve targets
Develop and implement best practices in client management
Develop approaches to revenue generation
Portfolio management:
Review and restructure client portfolios to maintain compliance with model portfolios.
Assess client needs and risk tolerance of the portfolio
Recommend appropriate asset allocation
Prepare presentations for clients and review performance results.
Advice clients on complex investment relationships.
Develop work out and recovery programmes from clients when required.
Cross-sell services of other departments (credit cards, international banking)
Verify portfolio contracts in conjunction with legal.
Reports:
Report on portfolio performance
Recommend resolutions of client management, issues and closures.
Apply Online
Education:Bachelor’s Degree in Finance / Banking with MBA
Knowledge:In-depth understanding of Corporate Banking, Portfolio management, Risk analysis and market trends
Experience: 6 – 8 years of experience as a Banking professional
Accountabilities:
New business:
Network to capture new business of various clients.
Prepare credit analysis reports of new clients prior to verification
Recommend prospective clients to management committee.
Effectively present new products to clients for enhanced revenue generation.
Revenues & targets:
Plan activities to achieve targets
Develop and implement best practices in client management
Develop approaches to revenue generation
Portfolio management:
Review and restructure client portfolios to maintain compliance with model portfolios.
Assess client needs and risk tolerance of the portfolio
Recommend appropriate asset allocation
Prepare presentations for clients and review performance results.
Advice clients on complex investment relationships.
Develop work out and recovery programmes from clients when required.
Cross-sell services of other departments (credit cards, international banking)
Verify portfolio contracts in conjunction with legal.
Reports:
Report on portfolio performance
Recommend resolutions of client management, issues and closures.
Apply Online
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