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Job Description
job details
3. Job Responsibilities (List Deliverables and Main Tasks)
Deliver all the budgeted targets for revenue, profit, asset & deposit growth, customer acquisition and cross sell.
Achieve Business Banking business goals as specified in the annual objectives.
Identify opportunities for sales and provide strategic direction to Relationship Officers.
Farm and grow the accounts which have been opened by Relationship Officers and convert them into a profitable proposition for the bank.
Ensure maximum penetration of the local market including new to bank customers.
Focus on present customer base to enhance the asset and revenue books of the segment.
Providing timely advisory services to customers on various Trade and Treasury products and linking two.
Ensure minimum TATs and ensure service excellence.
To be conversant with the full range of SME banking.
Assisting the clients in resolving their issues with regard to trade, assets, insurance and investments.
Accountable for regular monitoring of client satisfaction and service quality levels.
To be fully aware of all policies relating to operational risk, sales processes, credit policy, anti-mis-selling, etc and comply with the same.
To be responsible for ensuring up-to-date compliance, KYC and client profile for each client as well as maintaining a high level of confidentiality at all times.
To be responsible for assessing customer risk, suitability of products and explaining appropriate products and services to meet client requirements.
To safeguard the reputation of the Bank by employing best practices and acting in a professional manner at all times.
To document all meetings and contribute to the reporting processes established in the team.
To have full awareness of all policies and procedures issued in relation to credit lending, money laundering prevention and KYC.
4. Person Specifications (skills required to carry out the job, not what the current or recommended incumbent possesses)
Must have
a. Skills / Work Experience
3 – 5 years of banking experience in an RM role.
Must have Asset and/or Liabilities experience.
Must have Real Estate, Trade, Manufacturing, Contracting exposure.
Handles a turnover portfolio of average $70 to $100 million USD.
Ability to build strong relationships with both the business and clients.
Strong appetite to expand bank portfolio.
Must have strong English communication skills, both spoken and written.
Ability to engage diverse cultural community.
Team player, Initiative taker.
Confident, self-starter.
b. Competencies
Knowledge of basic banking operations.
Adherence to policies and procedures.
Knowledge of basic banking operations.
Knowledge of compliance regulations.
c. Education and any other certification
Graduate preferably business/finance/accounting.
…
3. Job Responsibilities (List Deliverables and Main Tasks)
Deliver all the budgeted targets for revenue, profit, asset & deposit growth, customer acquisition and cross sell.
Achieve Business Banking business goals as specified in the annual objectives.
Identify opportunities for sales and provide strategic direction to Relationship Officers.
Farm and grow the accounts which have been opened by Relationship Officers and convert them into a profitable proposition for the bank.
Ensure maximum penetration of the local market including new to bank customers.
Focus on present customer base to enhance the asset and revenue books of the segment.
Providing timely advisory services to customers on various Trade and Treasury products and linking two.
Ensure minimum TATs and ensure service excellence.
To be conversant with the full range of SME banking.
Assisting the clients in resolving their issues with regard to trade, assets, insurance and investments.
Accountable for regular monitoring of client satisfaction and service quality levels.
To be fully aware of all policies relating to operational risk, sales processes, credit policy, anti-mis-selling, etc and comply with the same.
To be responsible for ensuring up-to-date compliance, KYC and client profile for each client as well as maintaining a high level of confidentiality at all times.
To be responsible for assessing customer risk, suitability of products and explaining appropriate products and services to meet client requirements.
To safeguard the reputation of the Bank by employing best practices and acting in a professional manner at all times.
To document all meetings and contribute to the reporting processes established in the team.
To have full awareness of all policies and procedures issued in relation to credit lending, money laundering prevention and KYC.
4. Person Specifications (skills required to carry out the job, not what the current or recommended incumbent possesses)
Must have
a. Skills / Work Experience
3 – 5 years of banking experience in an RM role.
Must have Asset and/or Liabilities experience.
Must have Real Estate, Trade, Manufacturing, Contracting exposure.
Handles a turnover portfolio of average $70 to $100 million USD.
Ability to build strong relationships with both the business and clients.
Strong appetite to expand bank portfolio.
Must have strong English communication skills, both spoken and written.
Ability to engage diverse cultural community.
Team player, Initiative taker.
Confident, self-starter.
b. Competencies
Knowledge of basic banking operations.
Adherence to policies and procedures.
Knowledge of basic banking operations.
Knowledge of compliance regulations.
c. Education and any other certification
Graduate preferably business/finance/accounting.
experience
11
