Module 2: SMU Certificate: Structuring Credit Facilities (IBF Level 1)
Training dates: TBA
Identify new clients through a structured prospecting and evaluation process. Formulate unique value propositions that best position the bank’s services and product offerings. Understand the client on-boarding process and documentary requirements, to ensure compliance to internal and regulatory policy.
Effective Cross-Selling to Key Account
Formulate effective client servicing strategies to identify cross-selling opportunities and expand the wallet share. Develop account planning and execution strategies to deepen client relationships and expand businesses in capital markets, custodian and other services.
Structuring Credit Facilities
Determine clients’ needs and debt-servicing capabilities. Structure appropriate credit facilities using various types of loans, trade finance instruments and treasury lines. Learn how to apply collaterals, credit support and covenants in risk mitigation. Understand key clauses in loan agreements.
Last updated on 04 Apr 2018 .