Assistant Relationship Manager - Private Banking Head & Central Team
Assistant Relationship Manager - Private Banking Head & Central Team
Mashreq- Posted 4 days ago
- Be among the first 10 applicants
Job Description
Relationship Management Support
- Handle low value clients for relationship management and act as a backup RM
- Support RMs to free up their time & be the first face to the customer for inquires & all service-related activities via any channel.
- Assist the RMs to conduct proper KYC in order to fulfil the compliance requirement on KYC; ensure client documentation are updated on a timely basis.
- Support RMs in regular liaison with group compliance for discussions pertaining to any escalations; customer onboarding, items pertaining to AML/ KYC/DTRs/RFIs etc.
- Work on projects as required to enhance overall client experience and Partners/EAM experience, include. data availability to Partners/EAMs, maintaining proper data in systems
Customer Service
- Responsible for servicing all banking needs (such as account opening/ account maintenance/ complaints handling/call backs /dormant/ cheque book / investment/insurance etc.)
- Generate account statements, Investment portfolios to assist customers on analysis of health of their portfolios.
- Ensure timely & accurate pre-processing checks for all customer requests & ensuring all transactions have been accurately executed & update of the daily trackers within the unit by adhering to the unit's SOPs, meeting service standards & turnaround time's outlined in SLA.
Risk management and Governance
- Ensure error free checking to avoid any financial losses to the bank
- Actively participate and contribute to reduce rejects & referrals on all transactions by accurately performing the preprocessing checks as laid out in the SOPs.
- Ensure adherence to the KYC checklists & ensure no pending KYCs at your end.
Administration & Reporting
- Ensure all exception reports / outstanding expired client documents are regularized within the approved deadlines.
- Ensure the inhouse daily trackers at a unit level are updated daily and accurate.
- Provide regular feedback to LM on improving current processes / service-related issues
- Ensure effective handling of customer complaints/inquiries.
- Drive CRM and Face App usage & ensure all customer interactions (complaints, service request excluding EDMS, inquiries, campaign calling etc.) are accurately recorded in CRM.
Governance and Audit
- Liaising with operations for operational issues/ working with RMs/ Governance in rectifying all audit objections and queries.
- Effective implementation of all audit recommendations and procedures as advised by Senior Management
- Refer all matters of non-routine nature to appropriate superiors
Knowledge, Skills and Experience
- Shall be a graduate with experience in banking / service industry/pleasant personality
- Must have good negotiation, decision making and superior interpersonal skills.
- Good command in spoken English, excellent writing skills & pleasant personality
- Conversant with local regulations and business environment & very customer oriented
- Ability to manage difficult situations
- Handle low value clients for relationship management and act as a backup RM
- Support RMs to free up their time & be the first face to the customer for inquires & all service-related activities via any channel.
- Assist the RMs to conduct proper KYC in order to fulfil the compliance requirement on KYC; ensure client documentation are updated on a timely basis.
- Support RMs in regular liaison with group compliance for discussions pertaining to any escalations; customer onboarding, items pertaining to AML/ KYC/DTRs/RFIs etc.
- Work on projects as required to enhance overall client experience and Partners/EAM experience, include. data availability to Partners/EAMs, maintaining proper data in systems
Customer Service
- Responsible for servicing all banking needs (such as account opening/ account maintenance/ complaints handling/call backs /dormant/ cheque book / investment/insurance etc.)
- Generate account statements, Investment portfolios to assist customers on analysis of health of their portfolios.
- Ensure timely & accurate pre-processing checks for all customer requests & ensuring all transactions have been accurately executed & update of the daily trackers within the unit by adhering to the unit's SOPs, meeting service standards & turnaround time's outlined in SLA.
Risk management and Governance
- Ensure error free checking to avoid any financial losses to the bank
- Actively participate and contribute to reduce rejects & referrals on all transactions by accurately performing the preprocessing checks as laid out in the SOPs.
- Ensure adherence to the KYC checklists & ensure no pending KYCs at your end.
Administration & Reporting
- Ensure all exception reports / outstanding expired client documents are regularized within the approved deadlines.
- Ensure the inhouse daily trackers at a unit level are updated daily and accurate.
- Provide regular feedback to LM on improving current processes / service-related issues
- Ensure effective handling of customer complaints/inquiries.
- Drive CRM and Face App usage & ensure all customer interactions (complaints, service request excluding EDMS, inquiries, campaign calling etc.) are accurately recorded in CRM.
Governance and Audit
- Liaising with operations for operational issues/ working with RMs/ Governance in rectifying all audit objections and queries.
- Effective implementation of all audit recommendations and procedures as advised by Senior Management
- Refer all matters of non-routine nature to appropriate superiors
Knowledge, Skills and Experience
- Shall be a graduate with experience in banking / service industry/pleasant personality
- Must have good negotiation, decision making and superior interpersonal skills.
- Good command in spoken English, excellent writing skills & pleasant personality
- Conversant with local regulations and business environment & very customer oriented
- Ability to manage difficult situations
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