Job Description

To manage any assigned client relationships, (where applicable) with support from experienced relationship managers, across the end to end client engagement value chain, coordinating the origination and execution of client centric solutions,  ensuring the clients’ needs are fulfilled, while managing risk, delivering exceptional client experience and contributing towards defined revenue targets.

This includes the some of the following : 

• Research, analyze and understand the individual clients and assigned client portfolio in terms of business model, strategic levers, business drivers and financial metrics.
• Co-ordinate the client service team (CST) meetings; preparing the logistics, agenda, and content management. Contribute to
• ideation and own the translation of action points post the meeting into tangible opportunities.
• Contribute client research, analysis, financial modelling and scenario planning towards the preparation and delivery of relevant
• materials to drive a successful engagement (e.g. pitch books, RFPs, client presentations, case studies).

Qualifications

• Degree in Business Commerce
• 3-4 years track record & experience in conducting research, analysis, interpreting and packaging qualitative and quantitative data, such as compiling client documentation (presentation books, presentations, memoranda, and other presentation materials) to share insight and create client value.
• 3-4 years demonstrated experience & understanding of the Client Coverage capabilities.
• 3-4 years demonstrated experience working in cross functional teams to deliver comprehensive client experience.
• 3-4 years experience in portfolio management – internal stakeholder collaboration, query management, compliance, reporting, middle office support, etc.
• 3-4 years proficient understanding of corporate credit and risk.

Additional Information

Technical Competencies:

• Business Development – The ability to identify opportunities and initiates or viable projects through facilitating project preparation, scoping, feasibility studies and business plans.
• Client Knowledge – Knowledge of the Bank’s clients, their names, requirements, history of relationship and key relationship issues.
• Client Retention – Ability to retain existing customers or clients, diagnose their needs and present product feature and benefits to retain their business.
• Client Servicing – The ability to respond to client requirements, queries and complaints and log order entries into relevant company system.