ICICI Bank - Business Banking Advisor - Sales (4-6 yrs) Anywhere in India/Multiple Locations (BFSI Sales/Marketing)
ICICI Bank
, India
4d ago
source : iimjobs.com

Business Banking Advisor (BBA)

Grade : MII / CMI

Reports to : Regional Head-Wealth

Positions Reporting to Role : NA

Job Role and Responsibilities :

  • Source new current accounts
  • Ensure that KYC (Know Your Customer) norms are met
  • Determine the constitution of variant i.e., the type of enterprise and kinds of account like Limited Liability Partnership (LLP)
  • Ensure that for every account sourced current documentation is complete from that particular account account like Memorandum of Association (MOA) and Article of Association (AOA)
  • Facilitate the client on exports and imports
  • Business Loan sourcing
  • Take balance sheet audit : Auditor's notes and profit & loss account of the entity as per the Indian Accounting rules
  • Working Capital : To apply Maximum Permissible Bank Finance (MPBF) for assessment of the working capital to calculate the limit
  • Receive collateral from client in form of security
  • International Trade : Facilitate clients in exchanging of currency by completing the formats in terms of papers (which is mandatory as per the norms)
  • Deliverables :

  • Ensure the collection of fee from Branch Operation Manager Commercial
  • Maintain CASA float (Current Account-Savings Account) of High Net-Worth Individual (HNI) to avoid any risk like devaluation of properties (securities)
  • Visit with Wealth Managers to their clients for joint calls
  • Provide training and knowledge related to wealth markets to the Relationship Managers
  • Skills and Competencies :

  • Ability to research information from various sources on Business Banking and process the information to make informed decisions
  • Knowledge and understanding of Business Banking products and legislation
  • Ability to ensure compliance through regular process checks and self-audit scores
  • Managing relationships to improve relationship value of existing customers
  • Ability to coach- and train the wealth managers
  • Educational Qualifications :

    Graduates / MBA / Chartered Accountant

    ref : updazz.com)

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