Overview

  • Seek and acquire new client relationships by understanding the customers financial needs and provide suitable solutions in terms of providing bank products and services
  • Manage the client relationships by handling activities ranging from identifying clients financial needs, advising, structuring the deal, preparing the terms and conditions and closing the deal
  • Assess banking needs and risks for clients and manage client relationships accordingly to optimize risk-reward for the Bank
  • Illustrates understanding of consumers, competition and current market conditions through primary and secondary research
  • Appraisal of the proposals involving detailed analysis of Income Statement, Balance Sheet, Financial Ratios, Cash Flows, Management Risk, Industry Risk, Economic conditions
  • To maintain high quality standards of documentation, client communication, process compliance, ongoing basis with product partners / OSD / Risk Management and other Relationship Management group

Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client