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Team Leader
Job Description
Responsibilities
Policies, Processes & Procedures
Risk and Internal Control
People Management
Documentation & Compliance
- Manage a portfolio of MNC's with key responsibilities including advising clients on funding strategies, choose between various Bank products ensuring maximum ROI for the Bank
- Responsible for deal origination, structuring, obtaining credit approvals and implementation of financial solutions for a portfolio of clients spanning the large corporate houses.
- Cross-selling products of the bank including - treasury solutions, liabilities, Debt capital market solutions, Syndications, corporate advisory, investment banking, corporate finance, knowledge banking, etc. Focus on liabilities, transactional banking, and opportunistically look at lending for well priced deals.
- Monitoring the performance of the account client (financial performance etc.) on a regular basis.
- Maintain ongoing contact with operations in order to ensure smooth delivery of transactions.
Policies, Processes & Procedures
- Identify the core focus segment for Escrow Product and drive
- Ensure process efficiency – on-boarding, documents, transaction execution etc.
- Digitization of the journey
Risk and Internal Control
- Evaluating credit/risk profile of companies and structuring suitable financial solutions for them including structured finance, project finance, off-balance sheet finance, acquisition financing etc.
- All process / product needs to be compliant as per the law of the land
People Management
- Champion the organization's values within the team, encouraging a collaborative and innovative work environment.
- Instill a culture of continuous development and high performance within own team.
- Participate in recruitment activities & ensure retention / engagement of own team.
- Set performance objectives of own team, evaluate / appraise team members and provide regular feedback & guidance.
- Guide, mentor and develop own team to take larger and complex responsibilities.
Documentation & Compliance
- Establish guidelines and conduct periodic audits to ensure adherence to the highest quality standards of documentation and process compliance.
- Communicate regularly with product partners, operations, risk management, and relationship management teams to ensure understanding and compliance with regulatory guidelines.
More Info
Key Skills
acquisition financing
credit approvals
off-balance sheet finance
Debt capital market solutions
deal origination
funding strategies
financial solutions

