Job Summary
Strategy
- Proactive assistance to the RM with transactional support on current 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 meeti

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