Tomaž Kokelj

Tomaž kokelj

bookmark on deepenrich
Followers of Tomaž Kokelj178 followers
  • Timeline

  • About me

    Senior Relationship Manager for Large Corporates at UniCredit Banka Slovenija d.d.

  • Education

    • University of ljubljana, faculty of economics

      2009 - 2012
      Bachelor's degree accounting and audit
    • University of ljubljana, faculty of economics

      -
      Master's degree accounting and audit 10
  • Experience

    • Unicredit banka slovenija d.d.

      May 2014 - now

      - Building new relationships with clients and managing and strengthening relationship with clients to position ourselves as strategic bank.- Understanding and anticipating clients' needs by having strong background in the financial field.- Advising and pitching to clients on fitting financing products (credit facilities, guarantees, working capital solutions, treasury products, transaction business, etc.).- Implementation of these financing solutions from start to finish, which includes preparation of offers/ term sheets, leading discussions and negotiations, obtaining legal opinions, preparation of credit proposal, managing entire credit process (cooperating with analysts on credit proposal, discussing and coordinating with business and risk managers, obtaining approvals, coordinating lawyers to reach acceptable legal terms, ensuring contract preparation and internal booking of products, etc.), contract negotiation and providing support to the client.- Working on more complex and demanding projects, such as syndicate deals (as an arranger, agent and participant), cross-border financing deals, M&A financing deals, structured financing deals, realestate deals. This is requires high-level of coordination between banks and experts in different fields (e.g. legal).- Problem solving activities - ensuring undisturbed business of clients.- Performing KYC activities for the regulatory purposes. Show less In addition to tasks from previous position, I performed the following activities:- Supporting advisors on clients' coverage and independent coverage of some clients.- Identifying new financing opportunities, finding and pitching appropriate solutions/products to clients.- Advising to relationship managers on appropriate and tailor-made financing structures.- Leading discussions with clients regarding new financing opportunities, cash flow projections and improvement of key financial indicators.- Mentoring and educating junior and expert analysts, as well as junior advisors.- Implementing new guidelines and rules for internal bank processes.- Managing and coordinating of different opinions by participants in the credit process to reach suitable and timely approvals. Show less In addition to tasks from previous position, I performed the following activities:- Analysing of large corporates - Key account clients of the bank.- Cooperation with advisors and managers on structuring financing deals.- Participating on complex projects (M&A transactions, syndicated loans, structured financing, realestate projects).- Identifying key risks and mitigators for financing.- Pitching of credit proposal to high-level managers and different committees (investment and credit committees on local and UniCredit Group level). Show less - Financial analysis of medium-sized, international and large companies with a purpose to prepare credit proposals - analysis of business models, financial statements, KPIs, SWOT analysis, collateral analysis.- Market analysis (key industry/market analysis, input/output price movements, analysis of macroeconomic indicators, etc) and peer comparison.- Cash flow analysis and preparation of cash flow forecasting scenarios to understand debt repayment capability and creditworthiness of a company.- Work in a time-pressure environment.- Team work with colleagues and cooperation with other participants in the credit process (managers, risk managers, collateral specialists, etc.)- Daily use of Microsoft tools (Word, Excel, PowerPoint) Show less

      • Senior Relationship Manager for Large Corporates

        Nov 2022 - now
      • Relationship Manager for Large Corporates

        Sept 2021 - Nov 2022
      • Senior Analyst for Large Corporates

        Jul 2020 - Sept 2021
      • Expert Analyst for Large Corporates

        May 2017 - Jul 2020
      • Financial Analyst

        May 2014 - May 2017
  • Licenses & Certifications