Job Summary

Strategy

Proactive assistance to the RM with transactional support on recent business origination activities i.e. client research, pitch books, industry leads etc; including coordination with network and product.
Client analysis, reporting on post origination activities; client meeting documentation; briefing notes.
Support RM on sales discipline requirements i.e. Account Planning process; pipeline maintenance; client call reports; preparation of deal approval submissions.
New transactions: deal execution support, document negotiation, coordination with Product Sales and Client Management team on documentation matters and deal drawdown, fee booking and revenue recognition
Proactive management of portfolio including client and product partner engagement to ensure limit utilization and ensure the accuracy of revenue/returns

Business

Provide direct sales support to the RM on all origination activities for the assigned ARM client portfolio:





In partnership with the RM the ARM is jointly accountable for client revenues/profitability through the provision of origination support including:
Proactive assistance to the RM with transactional support on client research and meeting preparation/documentation i.e. pitch book preparation, research into industry trends etc; coordinating with product and other key stakeholders across the network to ensure client materials are of the highest quality and client focused
Complete bespoke client analysis as required including competitor analysis reflecting SCB’s value proposition vs peers; Complete relevant reporting on post origination activities; client meeting documentation;
Coordinate with Product Sales and network and assist the RM with deal returns calculations and pricing analysis
Ensure adherence to all sales discipline requirements i.e. provide support to the RM on Account Planning, deal pipeline and call report administration/discipline, as agreed with the Banker

Key Responsibilities

Client meeting preparation in

📌 Assistant Relationship Management (Gandhinagar)
🏢 Standard Chartered India
📍 Gandhinagar