Corporate Analyst
2 months ago
- This role processes operational transactions assists RO in monitoring overall status of portfolio and contribute in preparing basic data related to the credit file for annual review.
- This role provides support to Relationship Managers / Officers and /or the Head of Regional Customer Support Unit in respect of various operational matters and processing requests from customers. He/she normally assists the RM / RO prepare Credit Files and other reports. This role does not have a requirement to sell products or services but has a commercial impact in terms of the level of service that is provided to customers.
- Attends to daily transactions including (but not limited to):
- Loan initiation roll over and settlement
- Deposit initiation roll over and settlement
- F/X transactions
- Handling the prompt processing of exceptional request for approvals providing justification.
- Interfaces between clients and other operational entities in the Bank for:
- Responses to queries on account statements daily balances reversal of charges etc.
- Resolving (in consultation with concerned RO and Unit Head) submission / regularization of legal documents and securities.
- Maintenance of Credit Limits
- Followsup with concerned ROs prompt regularization of excesses.
- Initiates requests for suballocation deferral memos for missing / discrepant legal documents and securities on a timely basis.
- Assists in the preparation of Credit Files in terms of:
- Initiating credit information request on a timely basis
- Compiling required statistics and profitability figures in coordination with Administrative Assistant / Support Staff.
- Preparing Short Form Credit File
- Followingup submission of F/S and completion of spread sheet in consultation with concerned RO contact designation person at client office in order to request/obtain clarifications required in the context of the financial analysis.
- Backup other Credit Analysts in their absence as required
- Graduate in Business Management.
- Alternatively a PDP graduate without any other practical experience
- Highly customercentric with a passion to deliver a bestinclass customer experience
- High levels of personal and professional integrity
- A collaborative working style.
- Excellent understanding of the Corporate and Investment banking products/services.
- Excellent analytical and investigative skills.
- Seasoned experience of writing policies and departmental documents in compliance with regulations.
- Excellent computer/email skills (Microsoft word etc.)
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