J. Sifri Consulting Services
The Banking Consultants and Educators
J. Sifri Consulting Services
ph: +962 79 585 3 153
jsifri
Relationship Management and Corporate Credit Analysis - Structuring Lines of Facilities
J. sifri Consulting Services
Announces
The Conducting of the new Practical Training Course
The Course that Guarantees the Eradication of Money Laundering Transactions
Relationship Management and Corporate Credit Analysis
{Structuring Lines of Credit Facilities}
In Amman - Jordan on 2nd Day of Each Month (Periodic)
Introduction:
Setting quality key account strategies is the heart of successful corporate banking. The role of the credit executive, manager and officer in attracting and nurturing these relationships is vital. The corporate banking environment is rapidly changing. Long selling cycles, complex proposals, legal requirements, money laundering regulations and high value sales make new methods necessary.
This Program provides the latest thinking in Account Relationship Management, Credit Analysis and Customer Service strategy for banks who want to differentiate their product and service by value-added elements tailored to customized trade finance and traditional credit solutions for their corporate banking customers.
It all starts and ends at Job Knowledge; those banks who master the sciences and arts of corporate banking credit, will win the larger number of relationships.
In this training course you can feel the difference between the meaningless theories and the actual practical learning of the management of corporate credit relationship.
With us, you avail your staff of quality training of the highest standards; We train you to do an impeccable job in real life; we lead you to succeed against the world’s best banks and in all markets.
The Program (Credit Not Financial Analysis):
A one week intensive course designed to train account relationship executives, managers and officers on the sound application of the principles of lending, financial analysis and reading/interpretation of accounts, corporate credit evaluation and facilities structuring.
The course depends on case studies and lending exercises to develop participants’ awareness and application of corporate credit criteria and the ability to structure facilities.
Participants must prepare themselves for the course by completing a pre-course self-study for several hours prior to the commencement of the course.
The course depends on case studies and lending exercises to develop participants’ awareness and application of corporate credit criteria and the ability to structure facilities.
Participants must prepare themselves for the course by completing a pre-course self-study for several hours prior to the commencement of the course.
Who Should Attend:
Account Relationship Executive, managers and Officers responsible for analyzing and/or extending business credit.
Account Relationship Executive, managers and Officers responsible for analyzing and/or extending business credit.
Course Objectives:
· Distinguishing between the concepts of credit analysis and financial analysis. Additionally, to differentiate between the role of the credit analyst and the financial analyst.
· Developing an understanding of the corporate lending principles to enable participants to soundly apply such principles in granting credit.
· To interpret corporate financial information based on sound financial analysis.
· To understand corporate credit evaluation, in addition to understanding the identification and quantifying of risks and bank’s credit procedures.
· To analyze credit facilities, interpret relevant facility information and complete facility forms to Bank’s standards.
· To structure credit in an appropriate and sound manner to cater for the needs of both; customers and the bank.
Course Material:
Three global book are distributed to the the trainees in this training course, namely: “Fundamentals of Corporate Banking Credit”, “The Complete Guide to Trade Finance Operations” and “The Standby Letters of Credit”. The books include comprehensive material on:
· Principles of Lending
· Securities
· The requirements of funding working capital
· Trade finance, its structuring and pricing
· Financial Statements and Ratio Analysis
· Credit policy and procedures
Instructor:
Yacoub E. Sifri: Holder of the “AR Designation” of the “London School of Economics and Political Science – University of London” and “CDCS Professional Designation” of the “IFS” (International Financial Services – Chartered Institute of Bankers).
12 Years of banking experience with HSBC Bank Middle East and Riyadh Bank at senior middle management positions.
Author of the books “Fundamentals of Corporate Banking Credit”, “Standby Letters of Credit”, “Complete Guide to Trade Finance Operations”.
Customers:
Our advisory, training and publishing services previously attracted numerous global, regional and local banks amongst which are the National Bank du Canada, East West Bank, Komercijalna Banka AD Skopje, Sociéte Générale, Saudi Hollandi Bank, Arab Bank, Jordan Ahli Bank, Jordan Commercial Bank, Housing Bank and many many others.
Cost:
Cost: Reasonable, negotiable and inclusive of three formal books, training material, meals and coffee breaks.
Hotel accommodation, travel expenses, transportation, Visa expenses, etc. on the banks’ accounts.
All Rights Reserved 2001-2012, J. Sifri Consulting Services
Practical Training Services of Top Value
Genuine experts of corporate banking credit and trade finance
J. Sifri Consulting Services
ph: +962 79 585 3 153
jsifri
