Roles and Responsibilities:
Client relationships: Meet with clients and their representatives to discuss their financial needs. Build and maintain relationships with clients.
Financial advice: Provide advice on mergers, acquisitions, shares, and other large-scale financial activities.
Financial products: Outline the impact of products like loans, credit, and treasury services.
Lending agreements: Prepare lending agreements.
Financial reporting: Produce reports and other documents.
Training and supervision: Train and supervise junior banking staff.
Know Your Customer (KYC) compliance: Verify KYC compliance.
Record keeping: Maintain records and keep client accounts operational.
Analytical skills: Assessing and evaluating their clients' assets is one of the duties of banking. They require analytical skills to evaluate investments and research the financial market.
Time management: Corporate banking require time management skills to work with multiple clients. They prioritize their tasks and schedule appointments appropriately.
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