Director Family Group And Diversified Conglomerates

Key Accountabilities

Client and Market Analysis

• Participate in the financial analysis conducted on clients and their respective industries/ markets to identify potential opportunities and risks.
  
  

• Participate in the financial analysis conducted on clients and their respective industries/ markets to identify potential opportunities and risks.
  
  

• Originate new business opportunities with target clients across banking products
• Develop Term Sheet, Information Memorandum, mandate letter….etc.;
• Examine & resolve credit, market and operational risk aspects of the transactions in collaboration with products and enablement units.
• Pitch, review , negotiate and conclude deals.
• Maintain the credit quality of the client relationships within the Portfolio to an acceptable level set by the Bank’s management.
• Achieve individual and team’s financial performance targets.
• Identify & develop cross selling opportunities and increase the cross-sell ratio with key clients.
• Ensure Account Plans are prepared and maintained for all key clients.
• Ensure all clients’ files /documents are maintained.
• Ensure all credit reviews are submitted on time and agreed conditions are met.
• Maintain a satisfactory audit on the portfolio
• Learning & Development – Attend appropriate on and off-the-job training programs.
• Ensure that all internal processes for existing portfolio and NTBs are met in line with the Bank’s policies & procedures.
• Adhere to process KPI’s and, ORM, BCP & Internal Audit requirements
  
  

• Assist the Executive Director / Line Manager in the day-to-day administrative and transactional activities such as client calls, payment processing, documentation follow up, account openings, updating pipeline, and any other activities in the unit/team to ensure continuity of work and the delivery of effective and high quality outputs.
• Manage and follow up on KYC and compliance requirements in order to ensure consistency with the Bank’s KYC and AML policies and regulatory requirements.
  
  

• Follow all relevant policies, processes, standard operating procedures, and instructions so that work is carried out in a controlled and consistent manner.
  
  

• Assist in the preparation of timely and accurate statements and reports to meet the unit’s requirements, policies, and standards.