assistant relationship manager

Mashreq Corporate & Investment Banking Group

MashreqBankDESCRIPTION1Job TitleAssistant Relationship Manager, Digital Portfolio ,NeoBizDepartmentBusiness BankingDirect SupervisorArea Manager - NEOBizJob Number2 Job PurposeTo support the portfolio of Mashreq NEOBiz clients with personalized and standardized service and also manage the overall service and operational quality across the Mashreq NEOBiz portfolio assigned.The job holder is required to enhance Mashreq NEOBiz sales and promote the cross selling of bank products to existing and potential priority clients through various marketing efforts.3 DimensionsOperating BudgetNumber of Staff1Capital Exp. BudgetOtherRelationship managementWork closely with Relationship Managers and Regional Area Managers to identify desired service levels. Work on projects with Client Experience Manager or Governance as required to improve and standardize overall client services across all channels and contribute to developing and implement agreed actions Responsible to drive and ensure all requests are received and processed digitally first.Ensure smooth flow of all applications and requests including account opening and ownership of discrepant cases from sales channels.Be the final direct and indirect point of contact for customer complaints, which will be sourced through branches, RMs or directly from customers.Provide regular feedback to Product Managers on process / service related issues.Meeting the service standards and turnaround time s outline with SLA.Risk management and GovernanceAssist the Relationship Manager to conduct proper KYC and fulfil the compliance requirement on KYC, and other regulated activities such as insurance and investment.Actively participate and contribute to reduce Rejects and Referrals on all products sourced by Relationship Managers, by acting as a checker and providing feedback.Ensure expired and overdue KYC, Visa, Passport, Emirates are updated on a timely basis.Represent Mashreq NEOBiz in liaising with audit for operational issues/ working with Relationship Managers in rectifying all audit objections and queries. Ensure excellent quality of KYC is maintained on all Mashreq NEOBiz clients including regular annual reviews of turnover and nature of transactions. Pending reviews to be completed on a project basis Conduct regular reviews for the smooth functioning of SLAs and operational standards. Initiate necessary amendments as and when required. Administration &amp; ReportingEnsure client records and transactions are recorded/processed on the system in a timely/accurate manner. Assist the Relationship Manager to conduct proper KYC and fulfil the compliance requirement on KYC, and other regulated activities such as insurance and investment.Share RM wise NPS/ Complaint verbatim on a weekly basis as per service pack to Relationship Managers and Area Manager and gather feedback and conduct service recovery callsEnsure effective handling of customer complaints/inquiries for Mashreq NEOBiz Clients.Monitor customer feedback to ensure Mashreq NEOBiz standards are met at all levels. Drive CRM usage at frontline for respective team, act as CRM champion and ensure all customer interactions (Complaints, Service Request etc) are appropriately recorded in CRM, check by way of sample. Provide bi-weekly feedback to Manager Customer Experience as per  Service Pack  Governance and AuditSupport Relationship Managers with KYC, FATCA and to have updated client information.Assist with effective implementation of all audit recommendations and procedures as advised by Senior ManagementRefer all matters of non-routine nature to appropriate superiors.Ensure timely follow up with RM for margin calls and follow the corrective action by advising the CAU manager for liquidation of the shares.To manage and monitor the authenticity of the applications and other credit facilities by pre-screening and process where applicable the applications / requests effectively ensuring that all financial and non-financial parameters are adhered with proper signoff at every stage.Identify anomalies in lodgment, pledging or withdrawal process and highlighting such anomalies to the unit management for onward follow-up / procedural change.Area ManagersHandle all customer queries that have been escalated to an Area Manager for intervention, ensure these are logged in CRM and conduct independent investigation and propose to Area Manager course and suggested actionAct as Employee Engagement coordinator for dedicated Area Managers.Document and share (as per format provided) any feedback from frontlineAlternate ChannelsStrategize on how to increase penetration of alternate channel usage within teams Help with any ad-hoc outbound calling exercises as designated periodically by Manager client experience100% Instant Debit Card &amp; Cheque Books to be issuedRemittance / CASA / Credit Card/ Insurance / Investment Reject Rates to be under 5% Champion at least two service campaigns when launched.Support RM to resolve all customer issues.Operating Environment, Framework and Boundaries, Working RelationshipsTo ensure that a consistently high level of relationship management customers services is maintained and thus contributing positively to the image of the Bank.Contribute to effective training and development of staff if is required.Ensure mails received from all the teams addressed to processing department are sent on a timely basis.Ensure all acknowledgement received processing department from are appropriately filed.Ensure all filing cabinets are locked at the end of day and all obsolete files / registers are regularly sent for archiving.Keep the work area clean and tidy.Problem SolvingThe ARM will have to deal with unstructured and complex customer problems related to the Bank (not restricted to the Center).Taking ownership of customer problems and handling it till final resolution through coordinating with other partners.Decision Making Authority &amp; ResponsibilityThe ARM will be empowered to take decision on financial and non financial issues of the customer.ARM will be empowered to put forth recommendations for changes in processes which may lead to reduction in cycle time, cost reduction and customer satisfaction.Thorough knowledge of products, services policies and processes of retail banking in Mashreqbank.The job holder will have to possess the following skills:Problem solving skills.Communication skills.Interpersonal skills.Ability to work under pressure.Computer literacy.The job holder should have completed his high school, university graduates are better to have. They should have 2-3 years banking experience or experience in any other.

Assistant Relationship Manager

Doha Bank

<div>The Assistant Relationship Manager will assist in booking quality assets through offering credit solutions and credit enhancements for the allocated individual / portfolio of clients, thereby enhancing the service delivery / business development efforts of Services sector. The job holder will assist in preparation and preliminary assessment of credit application, acquisition and retention of customers, account performance review, arranging optimal financial solutions and customer issue / query resolution, as per the internal policies / procedures and QCB guidelines.</div>

Assistant Relationship Manager – Services Sector

Abu Dhabi Commercial Bank

In this role, your key responsibilities include <ul> <li>New Client Acquisition Acquire new clients, conduct wallet exercise to cross sell entire product suite and facilitate an excellent on-boarding experience in order to achieve assigned targets and secure profitable business transactions</li> <li>Relationship Management Build and maintain client dossiers capturing current and future client needs in order to advise clients on new solutions, developments and emerging opportunities</li> <li>Risk Management Obtain reports from support units, create credit applications, report on risk profile and highlight/update approving authorities with any changes in order to enable necessary action to be taken</li> <li>Policies, Processes, Systems and Procedures Adhere to all relevant organisational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders</li> <li>Self-Management Manage self in line with the Bank s people management policies, procedures, processes and practices to ensure adherence and to maximise own contribution to business performance</li> <li>Customer Service Demonstrate Our Promise and apply the ADCB Service Standards to deliver the Bank s required levels of service in all internal and external customer interactions</li> </ul>

DOHA BANK

<div>
 
 
 Role Objective
 
 
 
 
 
 
 The
 
 Assistant Relationship Manager
 
 will assist in booking quality assets through offering credit solutions and credit enhancements for the allocated individual / portfolio of clients, thereby enhancing the service delivery/business development efforts of Services sector. The job holder will assist in preparation and preliminary assessment of credit application, acquisition and retention of customers, account performance review, arranging optimal financial solutions and customer issue/query resolution, as per the internal policies/ procedures and QCB guidelines.
 
 
 
 
 
 
 Detailed Roles and Responsibilities:
 
 
 
 
 
 <ul>
 <li>
 Perform all activities, as assigned by the reporting authorities, in compliance with regulatory guidelines, and internal policies and procedures.
 </li>
 <li>
 Assist in direct sales, up-sales and cross sales efforts, to the existing and new customers through appropriate propositions through incremental value-added features.
 </li>
 <li>
 Assist in initiating field visits to existing / new customers to review the portfolio performance and to observe / understand the business potential.
 </li>
 <li>
 Achieve the assigned credit portfolio targets pertaining to various products, ensuring all performance standards are met in terms of the business targets, controls, compliance, and quality standards.
 </li>
 <li>
 Ensure consistency of customer service experience / service delivery to the Services sector client segment, within the parameters set by the Bank.
 </li>
 <li>
 Ensure Internal Credit Rating and RAROC is carried out for all lending clients and update same on annual basis or as and when a new facility is granted, new information available etc.
 </li>
 <li>
 Prepare /perform initial assessment of credit applications of customers, analyze financial statement, prepare credit summary for the customer and provide preliminary assessment on the viability of lending and guide on utilization of facilities.
 </li>
 <li>
 Support in the implementation of efficient customer retention / anti-attrition strategies, in support of the business enhancement efforts targeted at Services sector client segment, as per the directives of the reporting authorities.
 </li>
 <li>
 Perform initial analysis of credit proposals with appropriate interpretations on the financial aspects and identify the risk factors and suggest credit enhancers, as applicable, in consistent with the Credit policies and regulatory framework.
 </li>
 <li>
 Promptly solve / route complex customer complaints / disputes/ other actionable data to the relevant internal stakeholders for timey resolution.
 </li>
 </ul>
 
 
 
 
 
 Educational Qualifications:
 
 
 
 
 
 <ul>
 <li>
 University graduate with a degree in Business or Banking or Finance or any other related discipline.
 </li>
 <li>
 Master&rsquo;s degree in Management any other related discipline will be an added advantage.
 </li>
 </ul>
 
 
 
 
 
 Experience:
 
 
 
 
 
 <ul>
 <li>
 06-10 years of total experience in financial services/banking industry, entailing responsibilities pertaining to the specific area of discipline.
 </li>
 <li>
 Experience in business / relationship management in Services sector, with strong understanding of the local banking industry.
 </li>
 </ul>
 
 
 
 
 
 Certifications:
 
 
 
 
 
 <ul>
 <li>
 Professional certification such as CFA/ CPA/ CA and or CMA is preferable
 </li>
 </ul>
 
 
</div>

Assistant Relationship Manager - Services Sector

Commercial Bank of Dubai

Primarily responsible to assist Relationship Managers to manage portfolio of borrowing customers in Emerging Corporates segment to maximise profitability of overall portfolio to achieve team's KPIs Principal Accountabilities: Work Management Understand financial statements in detail, spreading financials and prepare quality credit packages and proposals in collaboration with RM. Completing post-disbursement documentation activities in coordination with control groups such as Credit, Legal, Credit Operations, Compliance Assist the Relationship Manager in managing portfolio of Emerging Corporate clients and backup in absence of RM Support the Relationship Manager in achieving business targets, acquiring and onboarding new clients Client servicing in collaboration with Transaction Banking and Treasury teams Track the deferrals and exceptions on post sanction documents and procedures and ensure that they are adhered to in a timely manner Ensure that the transactions and loan disbursements happens on time and as per terms and conditions agreed upon by the bank and the client Provide extensive support to the team in order to achieve the assigned targets. All renewals to be completed on time and identified the potentials for enhancement while conducting the renewal requests, in order to grow the asset book. Continuously explore the opportunities in existing books for CASA, Funded, Non-Funded Asset and for Trade, PCM &amp; Treasury income and accordingly inform to the respective RM for the prospects along with UH. To make visits to clients with RMs as and when required. Such visits to be recorded by way of call reports which are to include all pertinent information in a timely manner. Ensure timely and accurate credit administrations through timely completion of annual reviews and regular monitoring of financials, covenants and other parameters within the review cycle. Comply with internal audit requirements in line with the policy guidelines, to ensure high standards of uniformity and consistency across the Bank Keep abreast of developments in the local business environment to spot business opportunities. Contribute to the planning process in order to develop corporate business strategies. Drive customer satisfaction and be highly responsive to customer needs &amp; ensure client satisfaction in an environment where client needs are constantly changing. Perform any other duties or responsibilities consistent with the role as assigned by management

Assistant Relationship Manager, Emerging Corporates

Emirates Islamic

<div>About ENBD
Emirates NBD is a market leader across the MENAT (Middle East, North Africa and T&uuml;rkiye) region with a presence in 13 countries, serving over 9 million customers. Emirates NBD is the leading financial services brand in the UAE with a Brand value of approximately USD 4 billion. We serve our customers and help them realise their financial objectives through a range of banking products and services including retail banking, corporate &amp; institutional banking, Islamic banking, investment banking, private banking, asset management, global markets and treasury, and brokerage operations. We are a key participant in the global digital banking industry, with 97% of all financial transactions and requests conducted outside of our branches. We also operate Liv, the lifestyle digital bank by Emirates NBD. With over half a million users, it continues to be the fastest-growing digital bank in the region. 
&ldquo;In line with the UAE Government&rsquo;s strategy in empowering and developing nationals, Emirates NBD is committed to welcoming the young generation into an innovative, modern and supportive work environment to contribute to the nation's success. We are looking to find the best UAEN talent to join our ENBD family&rdquo; 
Job Overview:
As an Assistant Relationship Manager &ndash; Assets at Emirates NBD, your role is to support Asset related activities of the assigned portfolio
Key Responsibilities:
Support Asset related activities of the assigned portfolio covering the following aspects:
<ul><li>Handle NTB/ENH &amp; annual renewal of credit facilities comprising of the following activities:
</li></ul><div><ul><li>Liaising with RMs &amp; clients for required information/ documents to initiate the credit approval process.
</li></ul><ul><li>Preparation of credit proposals in line with customer requirements &amp; policies of the bank (capturing updated business model (if any), financial analysis with details of key changes, compliance of approval terms &amp; covenants, analysis of account conduct, AECB, group conduct etc
</li></ul>Undertaking the facility documentation (involving following up for CRAD for facility letter, confirming draft letters &amp; ensuring that the facility documentation is released to the clients. To follow up with clients for signoff, co-ordinate to lodge the signed documents back to CRAD, ensure completion of relevant security creation &amp; completion of limit activation process (FRS). 
<ul><li>
</li></ul></div>To handle the working capital facility transaction referrals (by addressing TFS/Factoring/LBD referral points, liaising with clients/internal operations units for any additional information/ clarification, raising suitable requests to RM for the deviations with suitable justifications, convey the approvals to respective internal stakeholders for onward processing of transactions post approval) 
<ul><li>
</li></ul><ul><li>Handle the allocated portfolio monitoring activities including the following:
</li></ul><div><ul><li>Regular follow up on monthly/ quarterly covenants &amp; submit for approvals to RM/Credit
</li></ul>Diarize and monitor the insurance, Valuation, Mortgage expiries pertaining to assigned Asset portfolio (approach the clients for submission of renewed documents &amp; lodge with CRAD for perfection) 
<ul><li>
</li></ul></div><ul><li>Handle any system migration related data inputs as may be required from time to time (i.e. nCino and any other system migrations)
</li>Provide MIS and performance reports on the above activities within timelines agreed with business unit in UAE. 
<li>
</li></ul>Skills and Experience
<ul><li>Graduate / Postgraduate &ndash; preferably business / Finance / accounting
</li><li>3-5 years of banking &ndash; preferably in SME/ Corporate with understanding on Credit &amp; Risk parameters
</li><li>Knowledge of banking products, services &amp; credit systems
</li><li>Ability to undertake financial analysis &amp; identify risks in credit proposals
</li><li>UAE National with a Family Book 
</li></ul>There&rsquo;s never been a better time to join Emirates NBD.
We&rsquo;re one of the region&rsquo;s most recognizable brands. We&rsquo;re banking innovation leaders. We&rsquo;re growing across both the UAE and our global offices. We offer a huge range of professional development opportunities to accelerate your career. It also goes without saying that we provide extremely competitive rewards, benefits and perks too, like our flexible work policy so you can work from home whenever it suits. 
At ENBD, we encourage interested candidates to review the key responsibilities and qualifications for each role and apply for positions that match their skills and capabilities.
#LI-LA1</div>

Assistant Relationship Manager - Assets (UAE National) | Dubai

Arab Banking Corporation

Assist in portfolio management and creation of credit packages - comprehensive analysis of new credit requests, credit change requests, renewals and annual reviews.Monitor and manage allotted account portfolios and assist in minimizing financial risk.Assist in developing, converting new relationships and manage existing relationships with the RM / SRM.Analyze business objectives and ensure achievement of all product mix for all relationships.Prepare briefing memos/reports for senior management meetings in addition to various industry/ad hoc reports.Manage client communication and counseling for customers and prepare required documentation.Identifying potential business opportunities which fit ABC s credit &amp; risk appetite.Actively seeking referrals from existing customers for other Business Units within ABC Network.Planning account relationship plans to generate new business along with the RM / SRM.Update oneself on the bank s products, credit standards and trends and provide efficient customer services.Coordinate with the banks other departments (Operations, Treasury, Credit etc.) to ensure that the most effective performance/experience is delivered to the client.Responsibilities of the role:Reporting to the Unit Head, Local Corporates, the job holder will:Support the RM s / SRM s in covering the assigned sector;Partner with both WB Client Coverage and Products areasInteract/correspond with clients and various internal departmentsSupport WB coverage in all Credit related client tasks including portfolio management, budget monitoring &amp; management, portfolio monitoring, risk assessment and management, Credit &amp; risk reporting etc.Areas of Knowledge, Qualification and ExperienceMinimum of (3-5) years experience in a similar function, credit or audit with large regional or global financial institutionsSuitably educated, preferably with a bachelor s degree in commerce/finance.Good understanding of Wholesale banking products.Good knowledge and understanding of Credit, AML and Operations management.Fair working knowledge of Loan Documentation, Syndication Loan Structures, Commercial Contracts, Trade Finance, Credit Risk, KYC and Banking terminology including standard loan covenants.Good background in performing credit analysis of FIs and Non-FIsSolid computer skills with capability to use spreadsheets, graphic and presentation packages to review and create professional materials

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