Crédit Agricole Group International Desk (“PAI”), India is a part of the Global International Business Solutions serving the Credit Agricole Group, assisting the group’s mid-cap clients with their international operations, by providing expertise on the local environment as well as by securing access to a wide spectrum of banking services in India.
The Relationship Manager at PAI will be reporting to the Head, International Desk, India. He/she is responsible to source new to bank client relations, manage ongoing client relationships and actively address requests from the Credit Agricole Group Banks on banking and other liaison needs.
Job Description:
· Actively prospect and engage in client acquisition efforts to grow the PAI business.
·Build relationships with clients, identify their investment goals and offer appropriate solutions that match their needs.
·Perform regular portfolio reviews to ensure health and conduct of client relations
·Liaise with CACIB internal teams to ensure timely A/c opening, KYC teams, risk and compliance teams internally.
·Undertake accurate and timely credit analysis / reviews by running financial statement analysis, preparing cash flow model and peer analysis; for recommendation to Risk team and Senior Management approval in liaison with Legal, Compliance, Treasury and Risk teams.
·Ensuring timely credit deliveries engaging with post sanction documentation teams across branches of CACIB India.
·Monitoring of account and client portfolio along with covenants in regular discussions with internal and external stakeholders.
·Handle regulatory and transactional queries from clients and address them efficiently in liaison with the Reporting officer and respective internal teams.
·Handle time to time ad-hoc requests on MIS and data requested from global offices.
·Address time to time requests from Credit Agricole group Banks on banking and liaison services.