Client Account Manager - GTB.MGN Pak - CIBG - PLM FI and NBFI.Corporate & Investment Banking Group-PAKCOE
Mashreq
Date: 5 hours ago
City: Remote
Contract type: Full time
Remote
Job Purpose:
- To support FI & NBFI clients (Revenue and Strategic) as a dedicated client account manager for all cash and trade related transactions.
- Identify opportunities to deepen the relationship with key FI & NBFI clients by cross-selling and up-selling of cash and trade products.
- Accountable for delivering “Client Service Excellence” effectively through active & regular engagement with the client and periodic account reviews.
- Drive increased utilization for clients with existing setups through identified cross sell.
- Retention and growth of operating account liabilities and account transaction volumes for FI portfolio.
- Coordinate between client and Bank’s internal departments for transactional documentation/Agreements in order to streamline transaction flows, improve Client Experience and TAT.
- Identify and introduce service improvements & streamline processes with product managers and internal stakeholders to improve the overall client experience, and thereby strengthen relationships with the aim to retain and increase client revenue.
- Build strong internal relationships with business segments FI & NBFI RM, GTB FI Sales and the wider GTB team to drive client agendas.
- Maintain Dashboard for Payments Volumes, CASA and trade throughput for FI portfolio.
- Be champion to protect the bank against various risks related to the operations, fraud, and compliance in the ever-evolving regulatory market.
- Support all the calling programs for awards, research, and other areas related to the branding of the bank.
Key Result Areas:
- Responsible for managing & protecting existing cash management and trade finance business from the top strategic clients.
- Improve cash management and trade finance penetration by converting opportunities of cross sell & upsell to key FI clients.
- Support growth of interest and fees income for the bank through superior service support for all types of solutions.
- Increase number of products per client by working the sales managers within UAE and at IBG network.
- Identify leakages in the portfolio and propose appropriate action to ensure attrition is minimized through constant monitoring and tracking transactional activity of clients.
- Work closely with product / solution delivery team to ensure client needs are satisfied with the best in line services.
- Become an expert on matter of client’s internal processes to better understand needs and to structure solutions to build a long-term cash and trade relationship.
- Conduct Quarterly Client Account Review for Top Revenue Clients.
- Support all the calling programs for awards, research, and other areas related to the branding of the bank.
- To support FI & NBFI clients (Revenue and Strategic) as a dedicated client account manager for all cash and trade related transactions.
- Identify opportunities to deepen the relationship with key FI & NBFI clients by cross-selling and up-selling of cash and trade products.
- Accountable for delivering “Client Service Excellence” effectively through active & regular engagement with the client and periodic account reviews.
- Drive increased utilization for clients with existing setups through identified cross sell.
- Retention and growth of operating account liabilities and account transaction volumes for FI portfolio.
- Coordinate between client and Bank’s internal departments for transactional documentation/Agreements in order to streamline transaction flows, improve Client Experience and TAT.
- Identify and introduce service improvements & streamline processes with product managers and internal stakeholders to improve the overall client experience, and thereby strengthen relationships with the aim to retain and increase client revenue.
- Build strong internal relationships with business segments FI & NBFI RM, GTB FI Sales and the wider GTB team to drive client agendas.
- Maintain Dashboard for Payments Volumes, CASA and trade throughput for FI portfolio.
- Be champion to protect the bank against various risks related to the operations, fraud, and compliance in the ever-evolving regulatory market.
- Support all the calling programs for awards, research, and other areas related to the branding of the bank.
Key Result Areas:
- Responsible for managing & protecting existing cash management and trade finance business from the top strategic clients.
- Improve cash management and trade finance penetration by converting opportunities of cross sell & upsell to key FI clients.
- Support growth of interest and fees income for the bank through superior service support for all types of solutions.
- Increase number of products per client by working the sales managers within UAE and at IBG network.
- Identify leakages in the portfolio and propose appropriate action to ensure attrition is minimized through constant monitoring and tracking transactional activity of clients.
- Work closely with product / solution delivery team to ensure client needs are satisfied with the best in line services.
- Become an expert on matter of client’s internal processes to better understand needs and to structure solutions to build a long-term cash and trade relationship.
- Conduct Quarterly Client Account Review for Top Revenue Clients.
- Support all the calling programs for awards, research, and other areas related to the branding of the bank.
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