JP Morgan

1 month ago


Mumbai, India iimjobs Full time

Join our Commercial Banking team at Network Accommodation portfolio, where we support a diverse range of clients across 14 Asia Pacific locations. This role offers the opportunity to manage a rapidly expanding portfolio, providing coverage, support, and governance. Based in Mumbai, you'll be part of a strategic initiative to consolidate our network portfolio under a unified coverage model. We're seeking a strategic thinker with strong governance skills and an entrepreneurial spirit to lead a team and promote success.

- As a Network Account Manager within the Commercial Banking International Asia Pacific Team, you will be an integral part of a team dedicated to addressing the cash management requirements of our existing network clients.


- Your role will involve managing the on-boarding and ramping up of business mandates from clients. You will also work closely with International Coverage Executives, International Product Specialists, US Bankers, and Treasury Management Officers along with other Product Specialists to identify and cater to the wider banking needs of our Commercial Banking clients.

Job Responsibilities:

- Manage and grow Network Accommodation portfolio of clients across India. Establish and maintain local contacts with the client's subsidiary and work closely with International Product Specialists (IPSs) and Parent Bankers to increase wallet share of existing clients and cross sell APAC countries.


- Typical client requirements will focus on treasury services, financing, trade, risk & treasury management. Types of credit facilities include: working capital, trade finance, and FX exposure.

- Manage the sales pipeline, book accurate and timely client call memos, and be responsible for preparation of proposals and presentations for existing and prospective clients

- Track transaction pipeline and reporting, create implementation requests & monitor progress.

- Partner with Client Service Teams and own the escalation, tracking and remediation of issues that impact the client

- Review and KYC record renewals and provide accurate summary to the ICE

- Execute on the regional Network client strategy for uncovering future opportunities alongside providing robust relationship coverage of clients where we hold their entire APAC wallet

- Become the key contact and escalation point for all portfolio matters

- Understand Know Your Customer responsibilities, importance and requirements, and the ability to apply these principles to entire portfolio of assigned clients.

Required Qualifications, Capabilities, and Skills:

- Bachelor Degree in Business, Finance, Accounting, Economics or other relevant fields.

- Minimum 5 years of relevant experience in Treasury Services sales, corporate relationship management, or portfolio management.

- Broad commercial banking product knowledge and/or experience, such as cash management, payment FX, overdrafts and traditional trade products etc. Knowledge of treasury services products

- Excellent communication skills with strong teamwork abilities.

- Excellent organizational, planning, problem solving, time management and analytical skills.

- Strong attention to details and able to multi-task and manage competing priorities to meet deadlines and exceed expectations.

- Self-starter with a strong work ethic and desire to learn.

- Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations

- Liaise with client / US Banking, in country relationship managers & Treasury management officers (TMO's) partners to resolve issues

- Provide coverage support to clients & coordinate internally; design / produce detailed relationship review and analysis, and monitor portfolio profitability and ramp.

- Through disciplined pipeline management, discover new revenue streams and ensure the highest standard of client requirements are being met

Preferred Qualifications, Capabilities, and Skills:

- MBA Degree in Business, Finance, Accounting &/or Economics

- CFA or CPA is a strong advantage

- Background in client service or client facing roles a strong advantage


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