Avp - Mnc Coverage with Large Multinational Bank - Mumbai, India - RiverForest Connections Private Limited

Deepika Kaur

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Deepika Kaur

beBee Recuiter


Description

Position Purpose

  • Manage a portfolio of clients with primarily flow banking & network banking needs
  • Assist Senior Bankers / Relationship Managers in deal pitches, documentations, credit process, compliance, internal reporting / coordination and related activities.

Responsibilities

Direct Responsibilities

1. Client Servicing & Management

  • Ensure Compliance with policies of the bank including KYC, no overdue on recertification, no overdue on annual renewals, adherence to compliance policies etc.
  • Review the Annual Reviews, Deal Economics and Value Creation, Limit tables, Client Fische etc
  • Preparation of internal documentation & reporting like Brief Client / Deal Note, Compliance memos, Product Notes, End to end review of Credit Files, Control Tower updates, Client First Data representation for Local & Regional Client Committees and updating them periodically basis feedback from Senior Bankers

2. Deal management

  • Assist Senior Coverage Bankers on Client Management activities starting from ideation, pitching, deal origination, internal business & credit approvals, documentation, execution & booking of deals.
  • Client Marketing support includes detailed pitches, client fisches, client action plans, termsheets, industry trends, client mining & opportunity identification.
  • Support internal & external processes during deal life including but not limited to Preparation / Review of Screeners, Credit approval memos, term sheets, deal/ client profitability and return thresholds
  • Documentation & deal execution assistance. Liaison with internal teams ? legal, credit, risk, coverage etc for closing documentation with client in timely manner.

3. Flow Banking Initiatives

  • Drive initiatives with Global Markets, Transaction Banking, Network Banking etc

4. Reporting, Budgeting & Admin.

  • Internal & External reporting on revenues, deal pipes, budgeting, presentation etc.
  • Also managing client events etc

Contributing Responsibilities

  • Industry research & insights to facilitate decision making process
  • Budgeting and assessment related work

Technical & Behavioral Competencies
-
Technical:


  • Strong understanding of Indian markets, with knowledge of Corporate and Investment Banking solutions
  • Research and Analytical skills
  • Handson experience in documentations
  • Prior experience in assisting teams for larger value/visible mandates
  • Handling and maintaining corporate client portfolio in terms of budgeting, deal pitchbooks, industry research, internal teams coordination
  • Ability to handle quality content and presentation materials
  • Ability to do analysis and manage execution of projects
  • Good presentation and communication skills

2.


Behavioral:


  • Ability to work independently with initiative
  • Ability to follow through on specific tasks and achieve them in a timely manner
  • Team work and cooperation with RMs, Analysts and Business Lines
  • Client (internal or external) orientation
  • Good presentation skills

Qualifications
MBA from reputed institute with experience in corporate banking with peer banks.


Experience:2-5 yrs


Behavioural Skills

  • Client focused
  • Ability to deliver / Results driven
  • Resilience
  • Communication skills oral & written

Transversal Skills

  • Analytical Ability
  • Ability to manage a project
  • Ability to develop and leverage networks
  • Ability to anticipate business / strategic evolution
  • Ability to develop others & improve their skills

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