Urgent Search Associate Director, Arm

Job Summary Strategy Proactive assistance to the RM with transactional support on new business origination activities i e client research pitch books industry leads etc including coordination with network and product Client analysis reporting on post origination activities client meeting documentation briefing notes Support RM on sales discipline requirements i e Account Planning process pipeline maintenance client call reports preparation of deal approval submissions New transactions deal execution support document negotiation coordination with Product Sales and Client Management team on documentation matters and deal drawdown fee booking and revenue recognition Proactive management of portfolio including client and product partner engagement to ensure limit utilization and ensure the accuracy of revenue returns Business Provide direct sales support to the RM on all origination activities for the assigned ARM client portfolio In partnership with the RM the ARM is jointly accountable for client revenues profitability through the provision of origination support including Proactive assistance to the RM with transactional support on client research and meeting preparation documentation i e pitch book preparation research into industry trends etc coordinating with product and other key stakeholders across the network to ensure client materials are of the highest quality and client focused Complete bespoke client analysis as required including competitor analysis reflecting SCB s value proposition vs peers Complete relevant reporting on post origination activities client meeting documentation Coordinate with Product Sales and network and assist the RM with deal returns calculations and pricing analysis Key Responsibilities Ensure adherence to all sales discipline requirements i e provide support to the RM on Account Planning deal pipeline and call report administration discipline as agreed with the Banker Client meeting preparation including preparing briefing notes and coordinating internal discussions and execution including logistics if attending client meetings in partnership with the Banker Provide support on new business transactions i e deal execution support document negotiation coordination with Product Sales and Client Management team on documentation matters and deal drawdown coordination with Product Sales and network on fee booking and revenue recognition Proactive management of portfolio including client and product partner engagement to ensure limit utilization and ensure the accuracy of revenue returns for the portfolio and at client level Processes The RM is responsible for the overall Client Account Plan Client Strategy The ARM is responsible for supporting the RM in the Account Planning client strategy process and is responsible for providing support with executing the account plan deliverable client strategy Attend and minute Account Planning Strategy deep dive sessions Work with the product partners to maximize cross-sell and returns on risk weighted assets Assist with deal returns calculations and pricing analysis wherever required Ensure all relevant client team members internal stakeholders have been appropriately engaged by the Banker with respect to the planning and communication of the relevant approved strategy for each client In partnership with product partners ensure appropriate line utilization of complex and structured transactions Review client profitability data for clients and discuss opportunities concerns with RM Resolve any revenue fee returns recognition issues by engaging with internal stakeholders such as Finance CPM back office teams etc In partnership with the Banker participate in conversations with clients to understand their needs and discuss the needs based account strategy and related opportunities transactions pricing issues etc Understand and be able to articulate the overall strategy for each client Support the RM through on-going client engagement and vigilant monitoring of client performance with a deep understanding of the client s overall industry business performance and outlook Support the RM with the proactive engagement and management of internal deal teams all relevant product and functional partners for complex transactions Ensure all sensitive deal information is managed and treated confidentially As agreed with the RM drive product and geography cross sell with clients Provide support to the RM with prompt logging of client calls into WorkBench within 24 hours of the client meeting and updating the deal pipeline Support the RM to ensure client team activities required to accelerate deal conversion are followed up with the relevant internal stakeholders and with clients Provide support to the RM on exemplary deal management from origination to post deal ensuring at all times completion of relevant documentation fulfilment of deal conditions and monitoring post fund disbursement Skills and Experience Corporate Banking Sales experience Product knowledge Industry practices RBI FEMA Regulations Qualifications MBA CA Experience in Corporate Banking preferably sales In-depth knowledge of products services and delivery channels available Informed in market competition industry practices and regulations for business banking Strong analytical problem solving networking and financial management skills About Standard Chartered We re an international bank nimble enough to act big enough for impact For more than 170 years we ve worked to make a positive difference for our clients communities and each other We question the status quo love a challenge and enjoy finding new opportunities to grow and do better than before If you re looking for a career with purpose and you want to work for a bank making a difference we want to hear from you You can count on us to celebrate your unique talents and we can t wait to see the talents you can bring us Our purpose to drive commerce and prosperity through our unique diversity together with our brand promise to be here for good are achieved by how we each live our valued behaviours When you work with us you ll see how we value difference and advocate inclusion Together we Do the right thing and are assertive challenge one another and live with integrity while putting the client at the heart of what we do Never settle continuously striving to improve and innovate keeping things simple and learning from doing well and not so well Are better together we can be ourselves be inclusive see more good in others and work collectively to build for the long term What we offer In line with our Fair Pay Charter we offer a competitive salary and benefits to support your mental physical financial and social wellbeing Core bank funding for retirement savings medical and life insurance with flexible and voluntary benefits available in some locations Time-off including annual leave parental maternity 20 weeks sabbatical 12 months maximum and volunteering leave 3 days along with minimum global standards for annual and public holiday which is combined to 30 days minimum Flexible working options based around home and office locations with flexible working patterns Proactive wellbeing support through Unmind a market-leading digital wellbeing platform development courses for resilience and other human skills global Employee Assistance Programme sick leave mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth with opportunities to reskill and upskill and access to physical virtual and digital learning Being part of an inclusive and values driven organisation one that embraces and celebrates our unique diversity across our teams business functions and geographies - everyone feels respected and can realise their full potential 43345