Job Description
JOB PURPOSE:
To Support Chief Representative (CR) by tracking, investigating, and reporting deals and client's information, intermediating with the Head Office.
KEY ACCOUNTABILITIES:
- Maintain client and deals database by inputting all necessary information
- Assist CR in implementing the strategic plan for business development and origination of deals
- Contact prospective clients to understand their east -west corridor trade finance need and propose solutions directly and through local banks on the key client list
- Updated CR BU consolidating, analysing and forwarding daily action summaries
- Resolves deals pending issues or problems by investigating data and history , and notifying CR, HO counterparties and customers
- Provides products, quotes, and pricing information by clarifying customer request; selecting appropriate information, forwarding information; answering questions
- Provide actual vs projected results by preparing and forwarding deal tracking reports and any other reports requested by HO
- Maintains customer database by inputting customer profile and updated, preparing and distributing monthly reports
- Prepares deals proposals and presentations by compiling and analysing data, developing presentation formats and materials
- Updated job knowledge by participating in educational opportunities
- Accomplishes department and organization mission by completing related results as needed
Qualifications
- Good local and regional knowledge
- BA/BS degree in related fields (Economics, Finance or Accounting); MBA or CFA is highly preferred
- Familiar with banking industry practices, guidelines and code of conduct
- At least 5 years of relevant work experience
- Ability to operate effectively within a global firm, balancing independence with strong stakeholder communication and a solid control environment
- Strong Excel and technology skills
- Strong data analytical skills and comfortable with voluminous data
- Work well under pressure with ability to meet tight timelines
- Comfortable interacting with people from different culture and background