Assistant Relationship Manager

Relationship Management Coordinate the daytoday business development activities and processes for portfolio of Wholesale Banking as well as the acquisition of new customers in order to facilitate the achievement of Corporate banking growth objectivesFollow proper duediligence process and structure to protect the Bank s interests and work efficiently to book the new relationshipsMaximize product penetration and cross selling by undertaking joint customer visits with relevant CBQ specialists in order to support overall selling activitiesProvide continuous studies about structured finance and investment banking opportunitiesParticipate in the identification and establishment of new relationships consistent with the Bank s strategic and commercial objectivesPrepare regular meetings with portfolio clients to introduce CBQ products and services in order to maximize portfolio revenues and ensure that customers are satisfied with services receivedAssist in the maintenance of ongoing dialogue with customers to ensure that they are aware of all CBQ products services relevant to their situation and credit analysisCollect credit request and documents from the customers and conduct necessary analysis to check plausibility against preliminary rejection criteria and submit necessary documents to Credit Analysis in order to facilitate the credit analysis and approval processEnsure payment collections by reminding customers at or near their due date while actively pursuing renewals Customer Analysis Gather information on existing and potential customers analyse their credit worthiness credit data compilation and financial information interpretation in order to ensure a continuous workflow with all required information available Profile existing and potential clients in order to identify overall banking needs and thus introduce clients to appropriate new products and services Develop account plans in a consistent and timely manner in order to swiftly followup on identified business opportunities and regularly update team leader about portfolio s accounts development Manage client portfolios according to needs to maximise product sales footprint AUM and optimise returns Monitor review and manage lending portfolio performance risk and support collection activities Other Accountabilities Policies Systems Processes Procedures Recommend improvements to departmental procedure and direct the implementation of instructions and controls covering a specific area of activity so that all relevant procedural legislative requirements are fulfilled while delivering a quality costeffective service Quality Health Safety Environment Ensure compliance to all relevant quality health safety and environmental management procedures and controls within a defined area of activity to guarantee employee safety compliance delivery of high quality products service and a responsible environmental attitude MIS and Reports Prepare departmental MIS statements and reports timely and accurately to meet CBQ and department requirements policies and standards Related Assignments Perform other related duties or assignments as directed