Client Coverage - Associate (Bogotá)
Posted by Sumitomo Mitsui Banking • bogotá, bogotá, distrito capital, Colombia
About the Role
Role Description
Support deal origination across different products in coordination with the Head of Client Coverage. Coordinate corporate banking functions to develop and implement customer‑centric relationship plans. Develop and maintain customer database, including calls and results on all new and existing business relationships. Manage existing relationships to meet profit and revenue targets, achieve sales goals, mitigate retention risk and increase cross‑sells while delivering an excellent customer service experience.
Prepare internal presentations for meetings with credit department on special credit names as well as on new transactions (by supporting marketing officers) and prepare client materials (presentations, proposals, RFPs, term sheets, etc.), undertake research and analytics; gather information from local media, staff and other sources about existing and potential special credit names or related industries, and share the information with relevant s...
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