Corporate Banking - Part 3 (2022)
This eCourse consists of two modules. Module 1 looks at the monitoring and management of client and account performance. Using a detailed scenario involving a sample portfolio, it describes how a relationship manager can assess and take actions to improve portfolio performance.
Module 2 focuses on term finance, which refers to any form of loan where a repayment period in excess of one year is warranted. The features of the various term finance products are described in detail, as well as their provision by multiple lenders through club deals and syndicated loans. Finally, the tutorial looks at term finance product risks and outlines how these risks can be mitigated, monitored, and managed.
On completion of this course, you will be able to:
- Recognise the role and responsibilities of relationship managers in relation to monitoring clients in their portfolio
- Identify the measures used by relationship managers to assess portfolio performance
- Define term finance and identify the business needs that term finance products can meet
- Differentiate between the main types of term finance products, including term loans, real estate (property) loans, and project finance
- Identify the main risks associated with term finance and how these risks can be mitigated
Module 1: Corporate Banking – Portfolio Management in Practice
Topic 1: Client Monitoring
Topic 2: Portfolio Review and Management
Module 2: Corporate Banking Products - Term Finance
Topic 1: Basics of Term Finance
Topic 2: Term Finance Products
Topic 3: Product Risks