Job Description
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Lead - Financial Institution
Mashreq
New Delhi, Delhi
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+ hours ago
Full–time
Job PurposeTo assist Regional Head - FI (Asia) in preparing MIS, Business Plans, and resolving the operational matters.To strengthen the relationship with the client banks in order to assist Regional Head - FI (Asia) in achieving financial and non-financial goals for the assigned countries.Manage cross-border limits/exposures for the assigned countries / financial institutions.Assist Regional Head - FI (Asia) in generating both risk and non-risk business as per agreed budget by marketing of FI products, through a highly professional and focused approach and as per defined marketing plan/strategy.To act as a back-up for the RM/SRM in their absence.Key Result AreasEstablish, strengthen and enhance relationship with the key trade, cash and compliance staff of banks at branch & Head office level.· Assist in inputting, reviewing and recommending transactions in the limit monitoring system (ELCM)· Manage client’s profile (AML/KYC/CDD), account set-up, monitoring and pricing.· Ensure adherence to all Audit, Compliance and Operations policies.· Support Relationship Manager (RM)/ Sr. Relationship Manager (SRM)/ Regional Head (RH) efforts in aggressive marketing to meet annualized targets (set-up of Blue and Red Bank/introduction to new FIs).· Support collection efforts to collect commission charges/revenue from client banks.· Ensure all client complaints/ enquiries are closed within TAT and adequate escalation made to Senior Manager in case of unresolved cases.· Coordinate with Operation, Risk & TCM in resolving the Clients business related needs.· Ensure delivery of quality Account services in liaison with the operations and customer service staff.· Performance of tasks with minimal supervision of RH and consulting RM/SRM/RH on decision making/approvals.· Active involvement in preparation of marketing and business plan/strategy.· Secure Legal clearance on contracts/agreements entered into with client banks.· Act as back-up of RM/SRM.· Assist RH in preparing MIS· Explore and highlight business opportunities· Assist the Relationship Management team in maintaining and developing both existing and target relationshipsOPERATING ENVIRONMENT, FRAMEWORK AND BOUNDARIES, WORKING RELATIONSHIPS· Highly competitive markets with competition from major local/ regional/ international banks.· Working relationships:1. Internal: CIBG, Centralized Ops, WRMD, Credit Admin./MB-Branches2. External: Local/Regional/International BanksPROBLEM SOLVING· Close monitoring of political and economic developments in the assigned countries and immediately bringing any adverse developments to the notice of RM/SRM/MD-FI Origination and Client Services for appropriate action to protect bank’s interests.· Liaison with branches and centralized operations to ensure quality service from network.DECISION MAKING AUTHORITY & RESPONSIBILITY· Active participation in preparation of marketing and business strategy and actively follow it to achieve required budget.· Recommending transactions for approval.Knowledge, Skills and ExperienceGood knowledge of FI & TCM Products & Services, Fair Knowledge of Trade Finance and Cash management.Good interpersonal skills.Good credit and marketing background.University graduate with minimum 5 years’ experience in FI business.Effective coordination and communication skills
Lead - Financial Institution
Mashreq
New Delhi, Delhi
Apply
+ hours ago
Full–time
Job PurposeTo assist Regional Head - FI (Asia) in preparing MIS, Business Plans, and resolving the operational matters.To strengthen the relationship with the client banks in order to assist Regional Head - FI (Asia) in achieving financial and non-financial goals for the assigned countries.Manage cross-border limits/exposures for the assigned countries / financial institutions.Assist Regional Head - FI (Asia) in generating both risk and non-risk business as per agreed budget by marketing of FI products, through a highly professional and focused approach and as per defined marketing plan/strategy.To act as a back-up for the RM/SRM in their absence.Key Result AreasEstablish, strengthen and enhance relationship with the key trade, cash and compliance staff of banks at branch & Head office level.· Assist in inputting, reviewing and recommending transactions in the limit monitoring system (ELCM)· Manage client’s profile (AML/KYC/CDD), account set-up, monitoring and pricing.· Ensure adherence to all Audit, Compliance and Operations policies.· Support Relationship Manager (RM)/ Sr. Relationship Manager (SRM)/ Regional Head (RH) efforts in aggressive marketing to meet annualized targets (set-up of Blue and Red Bank/introduction to new FIs).· Support collection efforts to collect commission charges/revenue from client banks.· Ensure all client complaints/ enquiries are closed within TAT and adequate escalation made to Senior Manager in case of unresolved cases.· Coordinate with Operation, Risk & TCM in resolving the Clients business related needs.· Ensure delivery of quality Account services in liaison with the operations and customer service staff.· Performance of tasks with minimal supervision of RH and consulting RM/SRM/RH on decision making/approvals.· Active involvement in preparation of marketing and business plan/strategy.· Secure Legal clearance on contracts/agreements entered into with client banks.· Act as back-up of RM/SRM.· Assist RH in preparing MIS· Explore and highlight business opportunities· Assist the Relationship Management team in maintaining and developing both existing and target relationshipsOPERATING ENVIRONMENT, FRAMEWORK AND BOUNDARIES, WORKING RELATIONSHIPS· Highly competitive markets with competition from major local/ regional/ international banks.· Working relationships:1. Internal: CIBG, Centralized Ops, WRMD, Credit Admin./MB-Branches2. External: Local/Regional/International BanksPROBLEM SOLVING· Close monitoring of political and economic developments in the assigned countries and immediately bringing any adverse developments to the notice of RM/SRM/MD-FI Origination and Client Services for appropriate action to protect bank’s interests.· Liaison with branches and centralized operations to ensure quality service from network.DECISION MAKING AUTHORITY & RESPONSIBILITY· Active participation in preparation of marketing and business strategy and actively follow it to achieve required budget.· Recommending transactions for approval.Knowledge, Skills and ExperienceGood knowledge of FI & TCM Products & Services, Fair Knowledge of Trade Finance and Cash management.Good interpersonal skills.Good credit and marketing background.University graduate with minimum 5 years’ experience in FI business.Effective coordination and communication skills
💡 Quick Summary
Seeking a career-building opportunity? The Lead | Financial Institution position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
