About the job
JOB PURPOSE:
To assist the Chief Representative (CR) in managing client relationships and deal tracking, investigating pertinent information while serving as a liaison with the Head Office.
KEY ACCOUNTABILITIES:
- Manage and update the client and deal database with all relevant details.
- Support the CR in executing the business development strategic plan and deal origination.
- Engage with potential clients to identify their trade finance needs along the East-West corridor and recommend solutions through local banking partners.
- Compile, analyze, and communicate daily action summaries to the CR and relevant stakeholders.
- Investigate and resolve outstanding deal issues by analyzing data and consulting with the CR and Head Office contacts.
- Clarify customer inquiries by providing accurate product, quote, and pricing information.
- Prepare deal tracking reports and other requested reports to illustrate actual versus projected results.
- Maintain customer database by updating profiles and generating monthly reports.
- Create deal proposals and presentations by analyzing data and designing effective materials.
- Enhance professional knowledge by participating in relevant educational opportunities.
- Contribute to departmental and organizational success by achieving related goals.
