JOB PURPOSE
To manage and grow large account portfolios and client relationships for assigned portfolio; improve service
quality levels and supervise the subordinates’ day-to-day activities and client interactions to ensure that the team’s
objectives are constantly met and its revenue targets achieved, while maintaining client satisfaction and portfolio
credit quality.
To provide support to the line managers on day to day basis, for (a) streamlining operational and administrative
linkages with clients and internal stakeholders, and (b) financial and business analysis of the clients (c) managing
risk
KEY ACCOUNTABILITIES
Client and Market Analysis
Participate in the financial analysis conducted on clients and their respective industries/ markets to identify
potential opportunities and risks.
Client Relationship Management
Provide continuous support to clients in order to satisfy their daily transactional requirements, enquiries, and
documentation needs.
Follow-up with other sub-departments/ departments on credit/ facility requests to ensure clients’ requests are
met on-time.
Assist the line managers/ RMs in making calls to clients and following up with them on the services provided by
FAB and any other requirements as directed by the line manager/ Business Head, in order to build capability of the
segment.
Review facility documents, and follow-up with clients to ensure that they submit renewed or missing documents
on-time.
Convey potential client targeting to Business Heads while providing them with clients’ needs.
Conduct due-diligence for business, financial and credit assessments/ appraisals and pass them for approval.
Day-to-Day Activities
Assist the line manger in the day-to-day administrative and transactional activities such as client calls,
documentation follow up, updating pipeline, and any other activities in the segment /team to ensure continuity of
work and the delivery of effective and high quality outputs.
Manage and follow up on KYC and compliance requirements in order to ensure consistency with the Bank’s KYC
and AML policies and regulatory requirements.
Policies, Systems, Processes, and Procedures
Follow all relevant policies, processes, standard operating procedures, and instructions so that work is carried out
in a controlled and consistent manner.
MIS and Reports
Assist in the preparation of timely and accurate statements and reports to meet the segment’s requirements,
policies, and standards.
Job Details
Posted Date: | 2021-05-16 |
Job Location: | Abu Dhabi, United Arab Emirates |
Job Role: | Banking |
Company Industry: | Banking |
Preferred Candidate
Career Level: | Mid Career |
Degree: | Bachelor’s degree |