• Save Job
  • 0 - 3 Years
  • Posted : above 1 month

Job Description:

The Role

If your expertise lies in working with stakeholders to build and strengthen customer relationships and ensuring best-in-market customer experience, then youll be perfect for the role of Analyst of the Portfolio Management In this positions, you will support the CPB Portfolio Management through delivering Credit Stewardship, Credit Delivery and Fulfilment activity for RBS customers You will also be responsible for providing effective risk and portfolio management of a complex portfolio of customers

To qualify for this role, a basic BCom qualification is essential and a MBA/CFA qualification is desired You also need to have experience of working in the banking industry or in regulatory/commercial environment

What the Business Does

This role is based in the Portfolio Management Products & Capital Management Hub reporting to the Team Manager of the Portfolio Management

Your Responsibilities

As Analyst Portfolio Management, your responsibilities will include

Contributing to the implementation of the Portfolio Management operating model and structure for Functionalised PM Hub that delivers consistently excellent service and efficient cost to serve which will act as a Centre of Excellence for CPB
Testing the financial covenants of the customers by closely monitoring customers compliance, ensuring financial covenant information is appropriately documented in the facility agreement, monitoring and obtaining compliance certificates
Providing insight and trend data to help shape the new business agenda and contributing towards the creation of a diverse but cohesive culture within Portfolio Management teams, including using experience and knowledge to assist others
Managing a simple portfolio of customers, addressing issues, preparing annual reviews, reviewing account behaviour and monitoring EWIs and undertaking credit apps, including credit reviews, as required
Assuming ownership of the offshore Portfolio management process for a simple portfolio of CPB customers, acting as a contact point for stakeholders to ensure information is shared, timescales are adhered to and escalations are managed effectively

Skills you need

Experience of operating within large and diverse professional teams
Understanding of how regulatory, political, reputational and environmental issues impact the division
Experience of relevant legal policies, regulatory and statutory obligations and risk management
Understanding and some experience in the application of risk management disciplines
Working knowledge of relevant bank systems , processes and products
Ability to work with limited supervision on routine portfolio management activity and to work to client deadlines and expectations


Our purpose is to serve customers well We serve around 19 million customers across the globe, and our aim is to consistently meet and exceed their needs wherever they find us Our ambition is to become the UKs number-one bank for customer trust, service and advocacy and our team in India is integral to helping us achieve this goal

Well make sure youre clear on whats expected of you in your role, that you have what you need so that youre capable of succeeding, and that youre motivated to do your best work Were a place where you can grow your career, build skills, expand your horizons and be recognised for the great contributions you make


Your reward is about much more than just your salary Our benefits packages are designed to be flexible, giving you the freedom to make choices which fit your lifestyle, and your plans for the future


We care about diversity, and we believe everyone should be able to bring their whole selves to work And as an equal opportunity employer, we invite applicants from all sections of the community including across gender identities, orientations, physical and mental capabilities, cultures and ages We want you for the work youll do

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Banking
Functional Area : Accounting/Tax/Company Secretary/Audit
Role : Chartered Accountant/CPA
Salary : 200000-400000 P/A
Deadline : 30th Oct 2019

Key Skills:

Company Profile:


These free online tutorials may interest you

People who search this job also searched for the following Keywords

Salary trends based on over 1 crore profiles

View Salaries

All rights reserved © 2018 Wisdom IT Services India Pvt. Ltd DMCA.com Protection Status