北京 [切换城市] 北京招聘北京银行招聘北京公司业务客户经理招聘

Relationship Manager

渣打银行(中国)有限公司

  • 公司规模:1000-5000人
  • 公司性质:外资(欧美)
  • 公司行业:银行

职位信息

  • 发布日期:2017-07-05
  • 工作地点:上海-浦东新区
  • 招聘人数:1人
  • 职位类别:公司业务客户经理  

职位描述

职位描述:
Origination ? Identify prospect and convert in line with Bank’s appetite.
? Ensure quality of the sales pitch and lead them with the clients. Also review the Term sheets before delivering to clients.
? Engagement and Coordination of Product Partners for marketing efforts and deal structuring.
? Work with CA and obtain all pre-deal clearances.
? Effectively use CRM for managing a healthy pipeline and also a record of client calls and discussions.
? Drive client events / entertainments by coordinating with internal stakeholders and with client(s).
? Oversee CCM to ensure smooth on-boarding of client after thorough completion of documentation and other processes.
? Senior client calling and briefing on a regular basis for account maintenance and deal negotiation. Responsible for preparing briefing notes for senior management calls. Also engage senior internal stakeholders for marketing, credit and any other pertinent issues.
? Internal coordination for cross / up selling.
Client on-boarding & deal execution ? Work closely with CA, product partners, GAM / RAM / FAM and analyze:
a) Wallet size;
b) Determine appropriateness of the product and deal structuring; and
c) Work out a comprehensive account plan.
? Successfully negotiate and close out pricing and other deal dynamics with client.
? Oversee the quality & turnaround of credit proposal and ensure faster delivery. Work with CA for resolving credit queries, reviewing & supporting BCAs.
? Oversee the CCM to ensure all documentation and security creation are completed on time to ensure smooth execution of transaction.
? Liaising with client / legal / external counsel / CDU / CRC in preparation and execution of non standard complex transactions along with product partners.
? Work with CDD team leader to ensure the proper completion of eCDDs.
Account Management & portfolio quality
? Along with the product partner, push for line utilization of complex and structured transactions. Oversee the CCM in ensuring high utilization of regular working capital facilities.
? Work with CA to monitor lending RWA and overall RoRWA at account level.
? Review failed trade status, EAR, ASTAR, CCRT, etc with the CA to ensure discipline and quality in portfolio.
? Review the excess/past due situation with CCM to ensure they are regularized and also facilitate approvals wherever required.
? Review and monitor the client profitability to ensure there are no revenue leakages.
? Attend various internal or external sales / non sales meetings like EAR, CAT, MTM calls, Portfolio Review Meeting etc. and convene the consortium meetings where we are the lead bank.
? Overall responsible and accountable for the credit quality of the assigned / acquired portfolio.
? Ensuring timely exit of clients, RoRWA monitoring and tail management.
? Front internal and external auditing and oversee CA and CCM to follow up audit issues.
? Overall responsible and accountable for Working Capital Loan and Fixed Asset Loan post drawdown monitoring.

职能类别: 公司业务客户经理

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公司介绍

  
  渣打是一家领先的国际银行集团,业务网络遍及全球59个最有活力的市场,为来自142个市场的客户提供服务。渣打网络与“一带一路”沿线市场的重合度超过75%。渣打的使命是利用独特的多样性促进商业繁荣和增进人类福祉。渣打的文化传承和企业价值都在品牌承诺-- “一心做好,始终如一(here for good)”中得到充分体现。
  
  渣打集团有限公司在伦敦及香港的交易所上市。
  
  作为扎根中国历史最悠久的国际性银行之一,渣打从1858年在上海设立***分行开始,在华业务从未间断。2007年4月,渣打银行(中国)有限公司成为第一批本地法人化的国际银行。目前,渣打中国的营业网点已覆盖近30个沿海和内陆城市,充分显示了渣打对中国市场的长远承诺。
  
  2021年,渣打银行赢得来自政府、行业机构和媒体颁发的诸多奖项和荣誉,包括: “一带一路”绿色投资原则能力建设领袖奖、广东省金融创新奖三等奖、债券通优秀做市商、CIPS跨境支付结算卓越参与者、《澎湃》年度外资银行、《华尔街见闻》年度卓越外资银行、《彭博商业周刊》年度银行卓越大奖、《21世纪经济报道》卓越大湾区银行、《金融界》杰出风险控制管理奖、《经济观察报》年度卓越零售银行、《界面》年度臻善企业、财富管理获《证券时报》ESG实践天玑奖、《贸易金融》***供应链金融银行、《亚洲银行家》中国***顾客忠诚度项目/应用奖、The Assets***交易银行、***流动资金管理银行、“国际金融论坛”全球绿色金融创新奖、“中国企业社会责任国际论坛”金蜜蜂企业、智联招聘中国年度优选雇主等。

联系方式

  • Email:tasfgto.chinahr@sc.com
  • 公司地址:上海市浦东新区世纪大道201号渣打银行大厦18楼 (邮编:200120)