To assist line manager in managing
client accounts, client portfolios and client relationships for
assigned portfolio improve service quality levels and undertake
day-to-day activities and client interactions to ensure that the
team's objectives are constantly met, while maintaining client
Client and Market Analysis
- Participate in the financial analysis conducted on
clients and their respective industries/ markets to identify potential
opportunities and risks.
- 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 SRMs
and 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 or Business Head.
- Review facility
documents. and follow-up with clients to ensure that they submit
renewed or missing documents on-time.
potential client acquisitions to line manager while providing them
with clients' needs and the conducted due-diligence in order to
conduct credit assessments/ appraisals and pass them for approval.
- Keep abreast of developments in the local business
environment to spot business opportunities& cross selling opportunity.
Contribute to the planning process in order to develop corporate
- Assist the line manager and/or RMs in the day-to-day
administrative and transactional activities such as client calls,
documentation follow up, updating pipeline, and any other activities
in the unit/team to ensure continuity of work and the delivery of
effective and high quality outputs. Ensure all critical client
relations engagement such call reports, pipeline, account plan, etc.
are recorded in in-house CRM application by way of call reports in a
- 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.
Processes, and Procedures
- Assist in managing deals pipeline and resolve document
deficiencies if any.
- Follow all relevant
sub-departmental policies, processes, standard operating procedures,
and instructions so that work is carried out in a controlled and
MIS and Reports
- Monitoring service levels for customer satisfaction &
customer retention efforts with personal involvement in complaint
resolution, account closures and inquiries.
- Assist in the
preparation of timely and accurate statements and reports to meet the
unit's requirements, policies, and standards.
Knowledge, Skills, and Attributes:
- Bachelor's degree in Finance, Marketing or related
- Master's degree in Business Administration is
- Good verbal & written skills to collaborate with
customers & cross functional teams
- Knowledge of the banking
sector, and FAB's products and business strategies
- Ability to
work under pressure and adjust quickly to changing priorities
- Computer proficiency
- Ability to analyse and research
- Banking software systems proficiency
- Data analysis and financial modelling skills
analysis and FOREX skills
- Communication skills