Tuesday, September 29, 2009

Banking : Corporate Banking, Wealth Management Roles

Relationship Manager-Corporate Banking & Emerging Corporate Banking
Location :Muscat (Oman)

Responsibilities:
Key Objective
To develop and manage a portfolio of corporate accounts in such a way as to bring quality business to the bank that will continue towards the achievement of corporate banking revenue and profit targets, while ensuring that risk and long term loss is minimized.
Responsibilities
- Identify, market, source and book new business & develop and monitor corporate relationships
- Plan customers relationships and determine relationship polices and sales objectives
- Develop calling schedules to prospective corporate clients and market the complete range of the bank corporate, trade finance and treasury products.
- Identify poorly performing relationships and identify ways to improve their profitability.
- Provide market feedback and monitor and report competitors' activities and strategies.
- Provide leads to other members of the team to maximize the opportunities for cross- selling of the bank's products.
- Assess and analyze credit risk and credit applications and regular annual reviews.
- Visit clients on a regular basis.
- Track customer satisfaction and solicit feedback.
- Prepare reports on sales activity, visits and relationship performance as required
- Adhere and comply with the relevant internal policies and procedures as well as governing regulations issued by the relevant regulatory authorities.

Experience/Skills
- MBA/CA with minimum of 5-7 years of relevant experience
- High level of proficiency in risk analysis
- High level of negotiation skills
-  Excellent business presentation skills
- High level of proficiency with lending procedures, lending instruments, credit products,  treasury products.
- Local market knowledge & contacts
- Exposure to Project Financing / Loan Syndication would be preferred
 Interested may send your profile with current CTC details to:  preambojan@gmail.com


Manager/Sr.Manager-Wealth Management
Location :Delhi/Gurgaon
Purpose of the Job:
To enhance the Relationship Value of the assigned  customers through established compliant processes, by providing customer oriented wealth management solutions.

Areas of Responsibility:
-Review customer needs and asset allocation; proactively engage with the customer to validate the understanding of the needs.
-Review product penetration for the assigned client base; identify potential customers who can be sold tailored products to enhance product penetration
-Organize customer events to enhance customer bonding.
-Acquire new customers through converting referral leads.
-Ensure that KYC/AML and other compliance norms are strictly adhered to.
Experience & Skills:
-MBA with 4-8 years experience in Wealth Management role from a reputed Banks.
 Interested may send your profile with current CTC details to:  preambojan@gmail.com