Client Coverage, Manager
CfC Stanbic Bank Kenya Limited (Member of Standard Bank of South Africa)
Total years of experience :10 years, 7 Months
To analyze the market environment and trend and then provide appropriate transaction suggestions to customers.
To design tailor-made derivatives products for customers’ requirement according to market circumstance and customers’ financial status.
Customer-base coverage:
As a member of CfC Stanbic Bank treasury sales & marketing team, I am mainly based in Shanghai and assume the responsibility for national-wide coverage.
Primarily responsible for providing direct sales support on post origination activities like documentation, reporting, etc by engaging with client, CRC, legal, compliance, etc
Active engagement with client and also with the product partners to ensure high level of utilization of regular limits.
Work with the RM on a specified portfolio and jointly responsible for the revenue growth
Ensure high standards of hygiene (including OR, Portfolio management, Credit risk, etc) in the portfolio.
ORIGINATION.
Strongly assist the RM in origination by preparing pitch book, industry leads, etc.
Assist the RM and CA in preparing briefing notes for senior management visits.
Document the client meetings attended by preparing a call report via the CRM system
Ensure timely completion of account opening formalities of the client including collection of documents, signature verification etc., by liaising with cash operations & the CCM - Specialist teams.
Work in partnership with FM to setup FEDS/MUREX ID and ISDA request
Identify cross sell opportunities and work closely with relationship manager to sell full range of WB products and capture entire client value chain
CLIENT ON-BOARDING & DEAL EXECUTION
Assist the RM in liaising with Legal & Compliance, CRC and clients to resolve documentation issues like T & C deviations for standard documents.
Obtain approval for modification in standard documentation wherever necessary from appropriate authority.
Ensure documentation is completed and the limits loaded properly to ensure faster execution of the transaction.
Work with the CDD team to ensure eCDDs are created and renewed on time.
Seek approval from various authorities for release of trade offerings and release the deal in GM
ACCOUNT MANAGEMENT AND PORTFOLIO QUALITY
Actively engage with client and also with the product partners to ensure high level of utilization of regular limits
Work closely with product partners for coordinating client training for non lending products. (Client training to be conducted by Product Partners.)
Track past dues and excesses in the portfolio meticulously and ensure they are regularized on time. Any exceptions to be highlighted to CA and RM.
Doing global executive master of Business Administration with specialization in Finance
Bachelor of Computer Science at Ndejje University - Kampala Uganda