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Client Coverage Generalist At Standard Chartered Bank

Date Posted: 03/Nov/2013
Deadline: Not Specified


Job Description


Primarily responsible for providing direct sales support on post origination activities like documentation, reporting, etc by engaging with client, CRC, legal, compliance, etc 
Active engagement with client and also with the product partners to ensure high level of utilization of regular limits. 
Work with the RM on a specified portfolio and jointly responsible for the revenue growth 
Ensure high standards of hygiene (including OR, Portfolio management, Credit risk, etc) in the portfolio.

Key Roles & Responsibilities

Strongly assist the RM in origination by preparing pitch book, industry leads, etc. 
Assist the RM and CA in preparing briefing notes for senior management visits. 
Document the client meetings attended by preparing a call report via the CRM system 
Ensure timely completion of account opening formalities of the client including collection of documents, signature verification etc., by liaising with cash operations & the CCM – Specialist  teams. 
Work in partnership with FM to setup FEDS/MUREX ID and ISDA request 
Identify cross sell opportunities and work closely with relationship manager to sell full range of WB products and capture entire client value chain   


Assist the RM in liaising with Legal & Compliance, CRC and clients to resolve documentation issues like T & C deviations for standard documents. 
Obtain approval for modification in standard documentation wherever necessary from appropriate authority. 
Ensure documentation is completed and the limits loaded properly to ensure faster execution of the transaction. 
Work with the CDD team to ensure eCDDs are created and renewed on time. 
Seek approval from various authorities for release of trade offerings and release the deal in IMEX. 

Actively engage with client and also with the product partners to ensure high level of utilization of regular limits 
Work closely with product partners for coordinating client training for non lending products. (Client training to be conducted by Product Partners.) 
Track past dues and excesses in the portfolio meticulously and ensure they are regularized on time. Any exceptions to be highlighted to CA and RM.


Qualifications & Skills

University Degree or Professional Qualification in a relevant discipline 
Minimum of 5 years banking experience 
Strong Communication and people management Skills 
Strong selling and negotiation skills 
Strong Financial, analytical and writing skills. 
Thorough understanding of the bank’s products and credit policies 

In compliance with the National Youth Service Corps (NYSC) Act of 2004, all applicants should ensure that they have completed the mandatory NYSC programme. A discharge certificate will be required as evidence of completion of the programme. Where an exemption has been granted, a certificate of exemption will also be required.

Method of Application

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