Team Member

1 week ago

Pune Maharashtra, India Crédit Agricole CIB Full time

Job description

**Business type**:
Types of Jobs - Others

**Job title**:
Team Member - Financing & Client Services

**Contract type**:
Fixed-Term Contract

**Job summary**:

- Summary of the position:

- Main responsibilities:

- To manage relationship with the clients portfolio of CA-CIB, Pune & to provide support to FCS Mumbai.
- Main duties:

- Tasks
- 1. Assisting Head -FCS in RBI, Internal & External Audit matters
- Assist Head - FCS in the preparation of reports to meet the timetable of regulatory reporting:

- Preparation & analysis of data for RBS reporting on quarterly basis
- Preparation & analysis of data for DEAF reporting on monthly, half yearly and annual basis
- Preparation & analysis of data for reporting External Benchmark rates
- Assist Head - FCS in the preparation & collation of information required for queries from Concurrent Auditors, Statutory Auditors and Internal Auditors on monthly and/or ad-hoc basis.
- 2. Customer Service/Transaction Management
- Providing Account Balances/Statements
- Checking of documents for Opening/Closure of Current Accounts
- Balance Confirmations/Query handling
- Quoting for Loans/Deposits - RMs to provide guidelines on margins
- Giving instructions for Booking of Loans/Deposits in Systems
- Transaction Management - Initial set up, drawdowns, handling of documents

3. Credit Documentation
- Liasion with CRM/Legal/Clients for execution
- Client Follow up on documentation as well as other CRM/Ops issue

4. Offshore Booking Office liaison
- Initial facility set up/Documentation
- On going co-ordination for Transaction Management
- Draw downs, sell downs and handling of communication with Offshore booking units (incl. FO approvals after Legal and CRM ok)

5. Support to RMs
- KYCs
- Client data base management (KORUS, ISIS-RLC etc.)
- Assistance in routine reviews - RMs to provide inputs for Mumbai Based Corporates
- Exchanging information with other banks on quarterly basis - as per regulatory norms.
- Assistance in organising client events /corporate gifts
- Secondary duties:

- As assigned by the Head-FCS from time to time and back-up to the FCS Mumbai Team

Position location

**Geographical area**:
Asia, India

**City**:
PUNE

**Minimal education level**:
Postgraduate degree - MA/MSc/PhD/Doctorate or equivalent

**Academic qualification / Speciality**:

- Postgraduate, Commerce graduates with relevant experience

**Level of mínimal experience**:
3-5 years

**Experience**:

- Background in banking
- Handling client services
- KYC

**Technical skills required**:

- Familiarity with Bank’s systems & basic concepts of banking

**Languages**:
English

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