Job Purpose:
Professional management & maintenance of Institutional Banking relations, in
coordination with Unit Head & Head of Institutional Banking
Principal Accountabilities:
Maintain & manage an assigned portfolio with existing Institutional clients to
retain & grow their banking relationships in a profitable manner and in line
with assigned business growth targets. Besides managing his/her own portfolio,
the ARM will support the Relationship Manager on day to day activities.
Identify, solicit and acquire new Institutional clients in line with approved
Institutional strategies for Assets, Liabilities, Trade and Treasury Sales.
Structure appropriate credit lines in conformity with the Bank's underwriting
standards and risk adjusted targets after thorough analysis of information
necessary for the preparation of a detailed credit proposal.
Making regular visits to clients for both monitoring and business generation
purposes.
Establish good liaison with customers for their day to day banking
requirements and professionally manage security documentation requirements.
Conduct account planning with Client Service Team Members & cross selling
other products & services to commercial clients to ensure multi-product
relationship and greater Share of wallet. Facilitating other lines of business
in exploiting business opportunities through referrals to Wealth/Consumer
Banking
Establish effective & professional communication (both internal and external)
to ensure turnaround time within designated parameters and higher client
satisfaction levels.
Ensure timely and accurate credit administrations through timely completion of
annual reviews and regular monitoring of financials, covenants and other
parameters within the review cycle.
Comply with internal audit requirements in line with the policy guidelines, to
ensure high standards of uniformity and consistency across the Bank
Keep abreast of developments in the local business environment to spot
business opportunities. Contribute to the planning process in order to develop
Institutional business strategies.
Develop a strong level of local contacts with the local business and financial
institutions community
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