Relationship Manager Resume

SUMMARY

Result oriented banking professional wif 12+ years’ in - depth experience and accomplishments in handling Foreign Exchange, Fixed Income and Capital Market products encompasses capacities of Business Analysis, Relationship Management, Treasury Management and Dealing Room Operations.

AREAS OF EXPERTISE

Capital Market
Trade Life Cycle
Trade Settlements
Financial & Data Analysis
Balance Sheet Management
Commercial Banking
Treasury Confidential & Confidential
Requirements Gathering
Process Automation

PROFESSIONAL EXPERIENCE

Confidential

Relationship Manager

Responsibilities:

Managed diversified Confidential, institutional, corporate, commercial and small business banking customers wif products like Confidential, Confidential -Pro, Fixed income, Forwards and Swaps. Y-O-Y revenue growth achieved by 20%.
Initiated and executed SPOT, Forward foreign exchange, G Sec buy/sell, loan and deposit transactions, capital market instruments including new issue from sovereign, quasi-sovereign, supranational, large corporate and aviation industry. Incremental profit generation by 26% on average for past three years
Shared knowledge by providing presentation and advisory services to entrepreneurs, small business banking and commercial banking clients on capital markets and raising funds from equity or syndication
Wif the help of extensive industry analysis, acquired small business relationships and managed an assigned portfolio of high value and/or complex small business relationships to achieve retention and other negotiated goals while meeting the bank's service standard.
Prepared Credit proposals to meet customers’ requirements and managed the Bank’s risk wifin the group risk appetite.
Contributed to branch's financial and non-financial objectives.
Analyzed financial statement, prepared projection model, conducted preparation of capital, foreign exchange and equity markets, loan proposal, and carried out due diligence on new client wif CDD and ECDD.
Maintained excellent working relationships wif the relevant regulators and customers.
Ensured business is carried out in the most ethical manner and the Bank is protected from any unforeseen operational, Compliance and AML issues. The mentioned control policies are equal to any credit requirements.

Confidential

Associate Analyst

Responsibilities:

Managed a diversified asset and loan portfolio of CAD 1 billion+, which includes diversified products loan as syndications, security deposits, and upfront premiums from clients group.
Introduced 19 new customers to bank through comprehensive pipeline building and follow up
Customized relationship strategy wif a review on historical trends resulted in incremental utilization level me.e. 80% increase in limit utilization
Wallet share exercise & comprehensive client planning resulted in revenue growth by 23% (Y-O-Y)
Assigned to manage specific critical relationship outside the portfolio to mitigate credit risk
Conducted data analysis and analysis of financial statements, prepared projection model, prepared loan proposal, carried out due diligence on new client, customer transactions and oversaw loan documentation and disbursement process in line wif bank’s operating policies and procedures
Maintained excellent working relationships wif the relevant regulators and customers.
Prepared loan proposals to meet customers’ requirements and managed the Bank’s risk; monitored on-going covenants of the portfolio.

Confidential

Trader

Responsibilities:

Served the Confidential, Confidential Bank, Corporate and retail bank customers in Confidential and Confidential products and provided timely, accurate and fast service, transactional volume increase by 70% year on year.
Calculated efficiently by higher proficiency in numeric and mathematical numbers
Operated dealing room systems such as: Reuters Dealing, FXOMS, Messengers, Evolve, E trading platform, CPE and FCPE Electronic trading, Reuters dealing and Evolve system
Coordinated wif Finance, liquidity and cash management team and MI teams
Preparation of Credit analysis, monitoring and renewing of market risk limits, maintaining the up-to- date limit profile on each name and entity.
Managed Treasury back office settlement process, product control tasks in operational efficiency
Implemented the local and Global MI and processing projects to improve efficiency such as TOMMIS, PEGASUS

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