Executive Director- Privilege Client Group

Job Description

Key Accountabilities:

Client and Market Analysis

Participate in the financial analysis conducted on clients and their respective industries/ markets to identify potential opportunities and risks.

Client Relationship Management

Originate new business opportunities with target clients across banking products

Develop Term Sheet, Information Memorandum, financial modelling, mandate letter .etc.;

Examine & resolve credit, market and operational risk aspects of the transactions in collaboration with products and enablement units.

Pitch, review , negotiate and conclude deals .

Motivate, Develop and Coach a team members.

Maintain the credit quality of the clients relationships within the Portfolio to an acceptable level set by the Bank s management

Achieve individual and team financial performance targets.

Identify & develop cross selling opportunities and increase the cross-sell ratio with key clients.

Ensure Account Plans are prepared and maintained for all key clients.

Ensure all clients files /documents are maintained.

Ensure all credit reviews are submitted on time and agreed conditions are met.

Maintain a satisfactory audit on the portfolio

Learning & Development

Attend appropriate on and off-the-job training programs and ensure development and skill upgradation of team members.

Ensure that all internal processes for existing portfolio and NTBs are met in line with the Bank s policies & procedures.

Adhere to process KPI s and, ORM, BCP & Internal Audit requirements

Day-to-Day Activities:

Assist the Unit Head in the day-to-day administrative and transactional activities such as client calls, documentation follow up, updating pipeline, and any other activities in the unit/team to ensure continuity of work and the delivery of effective and high quality outputs.

Manage and follow up on KYC and compliance requirements in order to ensure consistency with the Bank s KYC and AML policies and regulatory requirements.

Policies, Systems, Processes, and Procedures

Follow all relevant policies, processes, standard operating procedures, and instructions so that work is carried out in a controlled and consistent manner.

MIS and Reports

Assist in the preparation of timely and accurate statements and reports to meet the unit s requirements, policies, and standards.