JOB PURPOSE:
To manage and grow large account portfolios and client relationships for assigned portfolio in the CBGsegment; 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.
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
▪ Originate new business opportunities with target clients across banking products
▪ Develop Term Sheet, Information Memorandum, mandate letter…. etc.;
▪ Examine & resolve credit, market and operational risk aspects of the transactions in collaboration with products and enablement units.
▪ Pitch, review, negotiate and conclude deals.
▪ Motivate, Develop and Coach a team member.
▪ Maintain the credit quality of the client’s relationships within the Portfolio to an acceptable level set by the Bank’s management
▪ Achieve individual and team’s financial performance targets.
▪ Identify & develop cross selling opportunities and increase the cross-sell ratio with key clients.
▪ Ensure Account Plans are prepared and maintained for all key clients.
▪ Ensure all clients’ files /documents are maintained.
▪ Ensure all credit reviews are submitted on time and agreed conditions are met.
▪ Maintain a satisfactory audit on the portfolio
▪ Learning & Development – Attend appropriate on and off-the-job training programs and ensure development and skill upgradation of team members.
▪ Ensure that all internal processes for existing portfolio and NTBs are met in line with the Bank’s policies & procedures.
▪ Adhere to process KPI’s and, ORM, BCP & Internal Audit requirements
Day-to-Day Activities
▪ Assist the Unit Head / Line Manager 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.
▪ 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 unit’s requirements, policies, and standards.
Job Details
| Posted Date: | 2021-07-15 |
| Job Location: | Abu Dhabi, United Arab Emirates |
| Job Role: | Banking |
| Company Industry: | Banking |
Preferred Candidate
| Career Level: | Mid Career |
| Nationality: | United Arab Emirates |
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