The IMI Corporate and Investment Banking division is a diverse and global business that brings together broad capabilities across financing, underwriting, capital markets/raising, transaction banking, risk management and advisory to provide holistic solutions to our clients. As a Global Relationship Manager (GRM), I work closely with colleagues in Investment Banking, Structured Finance, Global Markets and other product groups to originate and execute transactions. We often handle projects… Show more The IMI Corporate and Investment Banking division is a diverse and global business that brings together broad capabilities across financing, underwriting, capital markets/raising, transaction banking, risk management and advisory to provide holistic solutions to our clients. As a Global Relationship Manager (GRM), I work closely with colleagues in Investment Banking, Structured Finance, Global Markets and other product groups to originate and execute transactions. We often handle projects that help clients at major milestones.Key Responsibilities:• As the Global Relationship Manager (GRM), I am responsible for the overall senior relationship connectivity for Abu Dhabi clients which include Government Related Entities, Sovereign Wealth Funds, Royal Family-owned groups and Multinationals• Coordinate the sales and service efforts of product partners from Investment Banking, Global Markets and Transaction Banking• Initiate and maintain strategic dialogue with clients and prospects to generate ongoing corporate finance, investment banking, treasury, trade services and credit opportunities• Build strong customer relationships while maintaining a strong risk mitigating and compliance-driven culture• Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships• Represent the group in the local banking and business communities and develop a network of referral sources• Collaborate with the credit underwriting team on analysis, structuring, negotiation, and documentation of credit requests• Work with Industry Heads to assess sectors and companies of interest, and leverage external insights to develop our in house views• Create sustainable economic value for Intesa Sanpaolo Group by delivering tailored solutions through product capabilities and cross-platform collaboration resulting in strong client relationships• Mentor junior bankers and support their development Show less

Key Responsibilities:• Support the Global Relationship Manager (GRM) and the General Manager for the Abu Dhabi Branch in managing the Abu Dhabi client portfolio which include Government Related Entities, Sovereign Wealth Funds, Royal Family-owned groups and Multinationals• Work with partners across Intesa Sanpaolo Group to identify new financing and risk management opportunities• Coordinate with relevant GRM for definition and execution of the commercial strategy on the GRM… Show more Key Responsibilities:• Support the Global Relationship Manager (GRM) and the General Manager for the Abu Dhabi Branch in managing the Abu Dhabi client portfolio which include Government Related Entities, Sovereign Wealth Funds, Royal Family-owned groups and Multinationals• Work with partners across Intesa Sanpaolo Group to identify new financing and risk management opportunities• Coordinate with relevant GRM for definition and execution of the commercial strategy on the GRM portfolio• Assume responsibility for onboarding of target clients and presentation of the respective business case to relevant internal partners and committees• Manage the balance sheet approval process for new lending and other credit exposures, as well as act as the first line of defence for continuous credit quality monitoring• Coordinate the origination of tailored solutions that address client needs in conjunction with GRM and product partners• Manage due diligence process for all product executions• Logistics management for various client marketing and sales activities• Support the GRM in maximizing the cross-selling and ancillary revenue contribution from the loan commitments• Work with the relevant teams to create and refine marketing and execution materials for maximum client impact• Review and coordinate work of junior bankers, and train junior team members Show less

The GCC Coverage team was a part of the Wholesale Banking Division within ADCB and was responsible for managing relationships with Government Related Entities and large Corporates based in the GCC region (including their subsidiaries/associates operating within the UAE). We advised/assisted clients and prospects as they sought to raise capital in the public, private and syndicated bank market. In addition, we advised clients on their Cash Management, Trade Finance, Interest Rate Risk… Show more The GCC Coverage team was a part of the Wholesale Banking Division within ADCB and was responsible for managing relationships with Government Related Entities and large Corporates based in the GCC region (including their subsidiaries/associates operating within the UAE). We advised/assisted clients and prospects as they sought to raise capital in the public, private and syndicated bank market. In addition, we advised clients on their Cash Management, Trade Finance, Interest Rate Risk Management, Foreign Exchange, and Commodity Risk Management needs. The team focused on clients that were users of investment banking products and traditional banking services. Our business partners included Product Specialists from the Investment Bank (Syndications, Debt Capital Markets, Project Finance, Private placements, real estate finance and asset finance)Key Responsibilities:•Built and managed a portfolio of qualifying corporate clients within the assigned territory with specific focus on Saudi Arabia, Kuwait and subsidiaries of Saudi/Kuwaiti sponsors operating in the U.A.E•Implemented product strategies to grow our share of the client wallet, to achieve a high level of client satisfaction•Structured credit facilities to ensure optimum balance between customer and ADCB interests while remaining within the bounds of prudent banking•Cross-sold banking products, including cash management, trade finance, trade services, foreign exchange and loans (including syndicated, bilateral)•Portfolio of clients managed comprised of Corporates operating across a wide range of sectors and includes Infrastructure Contractors, Offshore & Onshore Oil Field Services Companies, Civil Contractors, FMCG Distribution Companies, Real Estate Developers/Investors, Diversified Investment Holding Companies, Logistics Companies, Offshore Supply Vessel Operators, Hospitality Investment Companies and Government Related Entities Show less

•Supported Executives to source and identify new business opportunities, as well as proactively researched attractive new industry sectors and targets•Valued new business opportunities, performed quantitative and qualitative analysis including financial modeling•Developed new business proposals and presentations•Prepared PowerPoint presentations that followed a logically reasoned, data supported approach, which allowed executives to understand detailed analyses in the context of an… Show more •Supported Executives to source and identify new business opportunities, as well as proactively researched attractive new industry sectors and targets•Valued new business opportunities, performed quantitative and qualitative analysis including financial modeling•Developed new business proposals and presentations•Prepared PowerPoint presentations that followed a logically reasoned, data supported approach, which allowed executives to understand detailed analyses in the context of an overarching business case•Lead and coordinated due diligence investigations •Lead and coordinated negotiations for new business opportunities•Actively participated in enhancing corporate development information data sources, knowledge management repositories and processes Show less

•Proactively executed integrated sales, service and relationship strategies to support growth and retention of target corporate clients•Achieved revenue growth targets and maximized operating capabilities by developing new-to-bank business relationships and fulfilling needs for exiting clients•Collaborated with credit underwriting team on structuring and negotiating credit requests•Provided product specialists with qualified referrals for cross-sell. Assisted in closing deals across… Show more •Proactively executed integrated sales, service and relationship strategies to support growth and retention of target corporate clients•Achieved revenue growth targets and maximized operating capabilities by developing new-to-bank business relationships and fulfilling needs for exiting clients•Collaborated with credit underwriting team on structuring and negotiating credit requests•Provided product specialists with qualified referrals for cross-sell. Assisted in closing deals across all products•Partnered with other Citi businesses (i.e. Global Trade & Transaction Services, Treasury, Citi Private Bank, Securities and Fund Services & Retail Banking) to support client and franchise objectives•Served as a trusted adviser to CEOs, CFOs and other key decisions makers by providing creative financial solutions and superior execution. Gained client confidence and trust to achieve first right of refusal on clients’ business opportunities.•Maintained frequent interaction with centers of influence, diverse industry segments, community leaders, regulators, and senior business contacts resulting in a strong network of introducers•Developed and executed both short and long term strategic plans to differentiate Citibank from other, entrenched competitors allowing the bank higher share of client wallet and relationship profitability•Optimized the value and profitability of existing relationships by assisting in the delivery of solutions, products and services that met customer needs and improved customer experience•Worked in partnership with colleagues across Citi’s global network to deliver global solutions and high quality service•Established a productive working relationship with Risk Management teams which supported growth of sustainable client relationships•Ensured strict adherence to internal control policies and procedures for portfolio of clients managed•Served as designated back up to Unit Head Show less

•Developed and maintained a portfolio of target corporate clients and maximized relationship revenues within acceptable risk parameters. Objectives were achieved by means of a pro-active & consultative approach based on an in-depth understanding of client/prospect’s’ operations•Supported bankers in underwriting requests for credit extensions for new/existing clients, and in writing annual reviews•Performed credit and personal financial statement analysis on individuals, guarantors, and… Show more •Developed and maintained a portfolio of target corporate clients and maximized relationship revenues within acceptable risk parameters. Objectives were achieved by means of a pro-active & consultative approach based on an in-depth understanding of client/prospect’s’ operations•Supported bankers in underwriting requests for credit extensions for new/existing clients, and in writing annual reviews•Performed credit and personal financial statement analysis on individuals, guarantors, and co-borrowers in order to determine repayment capacity Show less

•Assisted the designated Relationship Manager in managing a client book of $ 70 M•Solicited new business for the portfolio of wealth management products offered by our institution to high net worth individuals and corporate entities •Drove portfolio growth through new to bank (NTB) customer acquisition and increased product per customer (PPC) ratio for existing bank clients (ETB) by building sustained relationships with the client’s circle of influence (e.g. a parent, mentor, adviser… Show more •Assisted the designated Relationship Manager in managing a client book of $ 70 M•Solicited new business for the portfolio of wealth management products offered by our institution to high net worth individuals and corporate entities •Drove portfolio growth through new to bank (NTB) customer acquisition and increased product per customer (PPC) ratio for existing bank clients (ETB) by building sustained relationships with the client’s circle of influence (e.g. a parent, mentor, adviser or other family member) •Served as a problem-solver for the client, helped them identify investment criteria, recognized and handled concerns that arose as consultations evolved into decisions•Effectively converted service recovery to sales opportunities and sustained client loyalty by offering a consistent yet differentiated customer experience•Provided ongoing portfolio supervision, with a focus towards helping clients adapt to changes in personal circumstances and the financial environment•Gathered competitive intelligence to determine competitor’s product propositions and service offerings to clients•Identified & partnered with product specialists to provide expert advice across a wide range of financial matters such as retirement planning, asset allocation, forex etc.•Ensured client needs were met while ensuring compliance with all regulations and controls as set by the Bank and external regulatory authorities•Prepared call reports, know your customer (KYC) reports, monitored customer accounts in line with established anti-money laundering procedures and maintained and reviewed the requisite set of documentation Show less