Banking and SMEs:
Our affiliated consultants include highly qualified and certified financial and banking experts, their experience extend over variety of financial and banking services for over than 30 years:
Business development for SMEs and corporates:
including managing customer relation with VIP corporates and SMEs, marketing, sales, and product development. They practiced managing all duties of new branch by developing deposits, Corporate and retail Credits and SMEs from zero point, they also managed customer’s relationship corporates and SMEs retail & credits and loans in addition to managing Foreign International Trade Finance issues, Letter of credits and Guarantees.
Small and Medium Enterprises (SMEs):
our affiliated consultants were in the driving seat for Corporate Credit and SMEs, they assisted SMEs bank clients to be engaged more in modern management techniques such as business and strategic planning, financial and administrative management, and to use suitable financial products & documentation & monitoring them to prepare what needed step by step using their business sense and insight to help them grow and develop their companies, they played a key role in the process of issuing small& medium enterprises (SMEs) Blueprint for Banks conducted by the Financial Services Volunteers Corps, New York & U.S. Middle East Partnership Institution (MEPI). Their capabilities include Streamlining strategies and policies by Setting action plans for building” SMEs” Small and medium finance department for Banks, based on customer segmentation approach, (identifying opportunities and challenges in SMEs “importers & exporters” market, customizing suitable products to meet standards and banking regulations. Their experience extends to Retail Banking including managing all duties of the Retail and Micro Credit, Marketing, Sales, and Product Development.
Their experience included working in different countries including KSA, Libya and other MENA countries.
E-banking
Capacity Development:
IUPconsult affiliated consultants have worked as Management Consultant, Financial Expert & Trainer including Green Entrepreneurship project, 2016, where entrepreneurs were trained on Green business feasibility study, Accounting and Finance, and reviewing and evaluating their feasibility studies. Also in Emergency Employment Project ” 3×6 approach “, 2016, in which training modules were developed and training on green-business development were provide, the scope included also the support of development of work plan based on the feasibility assessment and finalization of the business plans.
Sample Consultancy engagement of our affiliated Consultants:
In 2017 one of our affiliated consultants served as a Senior Consultant and project manager for the Labour Market Assessment CARE, in which a labor market assessment within four Jordanian Governorates that identified the economic sectors that have growth potential and offered opportunities for viable self-employment and employment including the impact of the influx of Syrian refugees, and identified microbusiness ideas that have potential employment creation.
In 2015-2016 acted as a Senior Consultant, for Development & Employment Fund (DEF) which targeted restructuring Direct Lending Policies and Procedures, by developing new policies and recommended direct lending standard operating procedures, and revise job descriptions for the operating to empower branches and improve its portfolio quality. The assignment also included Indirect Lending Programme in which a market assessment study aimed to analyze (DEF’s) strategic plan and the indirect lending programme were conducted. The duties involved Market assessment study through structured interviews, focus groups, surveys, by developing questionnaires and other appropriate channels and methodologies, to assess the customer satisfaction of DEF’s services.