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University of Birmingham

**Arbuthnot Latham,** _Private Banking Executive_                                                **September 2022 – June 2023**
  
**Primarily supporting a relationship director and the portfolio of clients with a book size of £195mn debt and AUM of £140mn.** 
  
§  Main point of contact and accountability for clients in respect to their loan facilities
§  Building and monitoring client relationships
§  Supporting a relationship director in developing, growing, and retaining the portfolio of HNW clients predominantly with refinancing and BTL deals
§  Successfully worked on numerous Lombard deals. 
§  Account management on investment backed loans with monitoring on close call margins.  
§  Identifying suitable business and lending opportunities through business introducers/prospective clients through eBanking.
§  Attending a minimum of one business event a month – Multiple deals obtained from events/networking.
§  Preparing new credit application with various loan structures suiting the client’s needs, with new deals written from £1m - £23m. 
§  Monitor, prepare and conducting annual reviews/renewals of loan facilities and identify potential lending opportunities through these renewals.
§  Discuss loan structures with prospective clients.
§  Review of valuation reports and amend deal structure by liaising with the clients/brokers.
§  Monthly meetings with panel brokers to obtain new business and discuss potential business.
§  Conducting site visits to identify strengths and weaknesses prior to loan submission. 
§  Meeting HNW clients in the absence of the senior relationship director 
§  Maintaining contact throughout the loan journey with the client
§  Account opening/KYC for multiple layered SPV’s.
§  Proficient in CRM systems

Private Banking Executive

**Covering a portfolio of Business services sector client with turnovers from £1m - £250m. This entails assisting a senior relationship manager/director with developing client relationships, growing revenue and servicing clients within the portfolio with scope of further business with new to bank clients.  General duties include -**
  
§  Processing private banking client requests
§  Managing EDDs and opening of special purpose vehicle accounts
§  Meeting with new potential clients in the absence of relationship managers for new credit applications
§  Preparing proposals for credit facilities and underwriting new loan facilities. 
§  Ensuring CPS go through a full balance sheet, income statement and cash flow analysis
§  Scrutinising all documents, accounts payment history etc.
§  Building strong client relationships, by providing excellent customer service and following company processes 
§  Offering customers thorough guidance and support to maximise repeat business opportunities
§  Maintaining the validity of accounts, monitoring receipt of payments and documentation
§  Monitoring all accounts in terms of credit movement, business volumes and control
§  Following up on upcoming TR due dates and PAD retirements
§  Creating regular reports for senior management detailing accounts performance
§  Proposing of annual renewal of credit facilities 
§  Maintaining insurance policies and stock reports
§  Conducting site visits/write up of site visits

Relationship Support Officer

**ICICI Bank UK,** _Customer Service Officer_                                                   **January 2016 – January 2019**
§  Maintaining business account relationships including FX payments/ on-boarding and general business banking queries
§  Meeting and greeting clients, responding to internal and external enquiries via phone and email efficiently and professionally
§  Assisting with data management
§  Performing SOAX testing, PEP and high-risk reviews
§  Conducting business continuity planning 
§  Liaising with HNI clients
§  Preparing weekly, monthly and annual branch reports
§  Managing multiple customer bookings and prioritising a varied workload in line with business requirements
§  Forging, maintaining and nurturing key internal/external relationships, conducive to both business development and service excellence..

Ankit Patel

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