1) Key Responsibilities
Responsible for the origination of Global Trade Finance (GTF) products, including but not limited to, Letters of Credit, Bonds/Guarantees, Receivables and Supply Chain Financing to Corporates and to Financial Institutions. Lead the full end to end sales process from origination, structuring, documentation to execution for new transactions. Promote Inbound and Outbound business with Corporates and Financial Institutions, liaising as appropriate with CA-CIB network. Promoting the continuing/increased utilisation of established facilities by regular contact/calling on clients. Maintaining up-to-date knowledge of developments within the industry, Fintech / innovation and with CA-CIB products for this market. Producing call reports of client meetings, plus pitch documentation (as and when required) to update and disseminate information to clients. Ensure compliance on budget, financial control, RPC, audit and regulatory requirements as appropriate for the job description. Preparing the half-year and annual forecast. Assist in the preparation of budgets and forecasts (income, assets, and expenses). Monitoring monthly income to budget. Cross Selling within ITB and other product lines of Credit Agricole Group.
2) Risk
Managing the credit sanctioning process by preparing credit applications and presenting such applications to the relevant ITB committee. Assisting Coverage in the preparation of Credit Applications (Corporates/Banks) and advice in relation to proposed levels of participation. Ensuring that all necessary waiver requests and amendments are prepared and submitted to the Risk Department. Assess transactions (structure, reputation, technical, operational). Provide timely advice to the Credit Department of any changes in the quality of deals/transactions.
3) Counterparties and Clients
Maintain and enhance relationships with other Financial Institutions involved with Trade Finance and ITB products. Maintain and enhance relationships with existing clients and target new clients in keeping with the business plan (in conjunction with Coverage) to help achieve a higher penetration of the UK market place.
4) Communication
Key Internal Contacts
Coverage - Attending ad hoc local coverage meetings to discuss current issues/business strategy/cross sell where appropriate. Legal RPC (Risk) ITB Network Syndications (DAR) Agency and Middle Office (AMO) Back Office
Key External Contacts
Clients/Potential clients of CRÉDIT AGRICOLE CIB (Financial Institutions and Corporate Clients). External Legal advisers. Trade Organisations.
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