Act as a backup to the Relationship Manager and mirror the assigned portfolio - Assist the Relationship Management team in maintaining and developing both existing and target Relationships.
Liaise regularly with various departments (e.g. FTC, OPS, Compliance, Credit Ops…etc) within the bank and entertaining requests and enquiries pertaining to transactions and/ or documentation.
Ensuring all documentation is up to standard and up to date and ensuring that MER issues are kept to a minimum.
Attend to the Clients enquiries and coordinate with various Service Departments to ensure resolution in a timely manner.
Assist in preparing industry studies and data collection pertaining to clients’ portfolio within the unit.
Attend to specific projects / jobs assigned by the Division/Unit Head from time to time.
Maintain proper records of clients’ communication.
Housekeeping monthly pipeline report and updating the same on monthly basis.
Explore and highlight business opportunities in the portfolio.
To prepare Consolidated Client Positions on regular basis
Collate and follow up updating of RB and Technical Capability reports.
To handle Annual review initiation/preparation and project allocation process
Prepare and update PPC reports
Maintain System Data and note pad updated for each client/project.
In depth knowledge of Local and Regional Contracting business.
Disclaimer: Mashreq will never ask for your bank related information via phone call, SMS or email. We will also never contact you from a mobile number to resolve your query.
Welcome to the LinkedIn page of Mashreq. More than half a century old, we proudly think like a challenger, startup, and innovator in banking and finance, powered by a diverse and dynamic team who put customers first. Together, we pioneer key innovations and developments in banking and financial services. Our mandate? To help customers find their way to Rise Every Day, partnering with them through the highs and lows to help them reach their goals and unlock their unique vision of success. Join Mashreq and find your way to Rise Every Day.
