Company

Mufg Bank, Ltd., Mumbai BranchSee more

addressAddressMumbai, Maharashtra
CategoryMarketing

Job description

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we’re 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

Purpose of the job:

The Institutional Investors Associate/Analyst will play a key role in the growth of the GCIB FI / Institutional Investors team and will support ongoing portfolio management of FI/ institutional investor clients within South Asia and the broader APAC region / MUFG Network where required. This support will be critical to their role, with a core focus on customer servicing and risk management.

This role plays an integral part in delivering the Bank’s products and services to the client by way of successful completion of a range of day to day tasks, including: the management of FI/ Institutional Investor customer portfolio (including preparation of client presentations, customer account plans and any portfolio related work such as ongoing KYC and Credit application renewals), and supporting the Relationship Managers to manage new transactions on an end to end basis (incorporating deal structuring, KYC, assisting with credit submissions). In addition, the role holder is also expected to support the Relationship Managers with the, all whilst managing compliance with internal processes and policies. The role will also support the FI Head to maintain accurate MIS, management updates on the business and to identify new business opportunities within the GCIB FI/ Institutional Investor space for the South Asia region

Job Description

Strategic

FI Strategy and Focus: This role supports the ongoing growth & management of the Institutional Investors South Asian business. A proactive problem-solving attitude and high-quality standard need to be maintained and supported

Customer Acquisition under the FI Portfolio: Support the onboarding/origination of new Institutional Investor clients as part of our local, regional and global growth plans. Specific focus to independently manage a subset of clients focussed on building liabilities and deposits from these clients

Financial

No specific financial responsibilities. The core role is to provide portfolio support to the Institutional Investors Team and assist the Coverage Team Members to achieve their financial targets.

Customer

Management of customer requests: Support the Relationship Managers in managing customer needs. The role will require direct customer interactions as required from time to time to assist with ad hoc customer requests and liaising directly with clients in relation to legal documents, commercial negotiations and KYC matters, etc.

Direct customer engagement and support: The role will at times have direct engagement with Institutional Investor clients, and the employee is expected to be a good communicator, proactive, responsive and supportive at all times.

People

Collaboration: Develop and maintain strong relationships with key product partners and across the broader GCIB network (including regional Institutional Investor Coverage and Portfolio teams).

Teamwork: The role will sit within the Institutional Investor Coverage team in Singapore Financial Institutions but work across a broad range GCIB members, as well as Middle Office, Credit Risk, Operations & KYC teams, and at all times the employee will demonstrate a proactive and positive approach.

Risk: Trust and faith from our risk representatives is crucial.

Other/ Control

Account Management: The Associate/Analyst will support a portfolio of Institutional Investor clients with a focus on achievement of the Bank’s risk / return targets through:

  • covenant compliance monitoring;
  • tracking revenues against budgets and other metrics for the portfolio
  • pipeline management and account planning
  • supporting refinancing and other revenue initiatives across the portfolio;
  • assisting annual credit review process and internal rating reviews;
  • coordinating within the MUFG network for ancillary opportunities;
  • client interaction on tasks including for on-boarding and account management; and
  • any other required tasks in accordance with the Bank’s policies and procedures and required to support the broader Financial Institutions business.

Portfolio Management: Support the in country Institutional Investors coverage team with all portfolio related matters & requests across the Singapore client set, and other A & O customers where required, including a focus on risk / return and other strategic related work.

Job requirements

The ideal candidate should have:

  • Good knowledge of FI/ institutional investor industry, Fund Financing products, Global Market products, analytical skills and MS excel skills;
  • Be able to engage in independent analysis of customers and markets and apply critical thinking and a high level of attention to detail;
  • The ability and confidence to communicate clearly both in writing and verbally;
  • Knowledge of MUFG systems will be considered a plus;

We are looking for someone who:

  • Has strong interpersonal and presentations skills;
  • Is a team player;
  • Is a self-starter who applies initiative and has drive & enthusiasm;
  • Has an analytical mindset and problem solving skills;
  • Has the ability to work independently and prioritise a number of credit & non-credit risk tasks across various work streams and alongside a number of stakeholders.

Education & Professional Qualifications

  • Business / Commerce / Finance Degree from a leading university is essential;
  • Masters of Finance, MBA or CFA will be considered favourably

Length & Type of Experience

  • 3-5 years’ experience in FI/ global institutional banking and credit research, ideally with experience across FI/ Institutional Investor clients. We may also consider candidates from chartered accounting firms, investment banks, investment management or from a treasury team in general corporates.

MUFG Bank Ltd & MUFG Securities Asia Limited (collectively referred to as “MUFG”) is an equal opportunity employer. We view our employees as our key assets as they are fundamental to our long-term growth and success. MUFG is committed to hiring based on merit and organsational fit, regardless of race, religion or gender.

Refer code: 968029. Mufg Bank, Ltd., Mumbai Branch - The previous day - 2024-03-23 15:41

Mufg Bank, Ltd., Mumbai Branch

Mumbai, Maharashtra
Popular Relationship Manager jobs in top cities

Share jobs with friends

Related jobs

Associate / Assistant Relationship Manager

Relationship Manager - Large Corporate - Bank (2-5 yrs)

Safeena Sarwar

Mumbai, Maharashtra

a month ago - seen

Relationship Manager - Pune

Dc Consultants

3.00 LPA TO 4.80 LPA

Pune, Maharashtra

a month ago - seen

Affluent Relationship Manager - MF/PMS (5-15 yrs)

Srinivas Hr

Mumbai, Maharashtra

a month ago - seen

Relationship Manager - Wealth (3-10 yrs)

Anil Sharma

Pune, Maharashtra

a month ago - seen

Relationship Manager - Wealth - Bank (8-19 yrs)

Amit Kapoor

Mumbai, Maharashtra

a month ago - seen

Area Manager/Relationship Manager - Wealth (5-10 yrs)

Anil Sharma

Pune, Maharashtra

a month ago - seen

Relationship Manager - MNC  

Dbs Bank

Mumbai, Maharashtra

a month ago - seen

AVP/DVP - Relationship Manager - Corporate Banking (10-18 yrs)

People Konnect

Mumbai, Maharashtra

a month ago - seen

Relationship Manager - Emerging Corporates - SME (2-11 yrs)

Vineeta Sharma

Mumbai, Maharashtra

a month ago - seen

AVP - Relationship Manager - Corporate Banking (5-18 yrs)

Pooja Tiwari

Pune, Maharashtra

a month ago - seen

Relationship Manager - Corporate Structure Product (5-10 yrs)

Support

Mumbai, Maharashtra

a month ago - seen

Relationship Manager - Bank (2-3 yrs)

Sanya Negi

Mumbai, Maharashtra

a month ago - seen

Relationship Manager - Emerging Corporate - Banking (1-12 yrs)

Rohit Singh

Mumbai, Maharashtra

a month ago - seen

Relationship Manager - B2B Segment - Life Insurance (1-5 yrs)

Amit Bhatia

Mumbai, Maharashtra

2 months ago - seen

Assistant Relationship Manager - Corporate Banking (2-5 yrs)

Monika

Mumbai, Maharashtra

2 months ago - seen