Drive cash and deposit base and push utilization for Portfolio Clients mainly in Transaction Banking
Provide fundamental and effective support to Relationship Managers (RMs) covering all phases of client relationship building and account management.
Ensure timely execution of clients’ transactions and liaison with various internal stakeholders to resolve any issues or queries.
Assist RMs in daily maintenance of accounts and operational matters relating to clients’ deposit accounts, loans and/or trade facilities. This includes following up on clients’ instructions and to facilitate loan disbursement and rollover matters.
Perform KYC (customer due diligence) for new-to-bank client onboardings and/or annual periodic reviews in adherence to compliance regulations and internal policies.
Participate in projects, lead and conduct client calls independently on Bank’s documentary requirements.
Act as a point o...
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