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JOB CONTEXT/ DIMENSIONS
Working Conditions: - This is a fast-paced environment conducted in an office setting. There is persistent pressure to multitask, meet deadlines & handle multiple assignments in a given day.
• The job holder must be a presentable, self-motivated person with good interpersonal, communication, relationship and multilingual skills.
• The person must be a strong character coupled with good manners & discretion who can handle difficult personalities (male & female) without aggression.
• At times, the job may be stressful due to interaction with many different people with different types of personalities and being expected to perform multiple tasks quickly.
Customer Centric duties
• Working on day-to-day transactions & operations of customers.
• Handle all customers enquiries directly &/or queries directed from the Relationship Manager.
• Update customers and / or the Relationship Managers on the Customer portfolios as required.
• Supports Relationship Manager(s) on client queries and requests (call clients, send and receive documents)
• Supports in ensuring proper processing of client applications, obtain and maintain appropriate documentation.
• Supports in the Preparation of requests for investment credit facilities, monitor leverage coverage, maturities and interest repayment.
• Prepares weekly/monthly reports including the monthly sales report for the Relationship Manger(s).
• Coordinates with Operations team and other stakeholders as required.
• Coordinates with Investment Desk for execution of Customer investments related requests.
• Coordinates with middle office & back office in International Locations as required.
• Responsible for entering & monitoring all customers’ data on the core banking system.
• Assists with communication to the International Locations when needed to be done.
• Covers for the other team members in their absences.
Other tasks as requested.
Requirements
- •Presentable, self-motivated, good interpersonal skills
- •Multilingual skills
- •Strong character, good manners, discretion
- •Ability to handle difficult personalities without aggression
- •Ability to multitask and perform tasks quickly under pressure
Nice to Have
- •Covers for other team members in their absences
- •Other tasks as requested
Responsibilities
- •Handle day-to-day transactions and operations
- •Respond to customer inquiries and queries
- •Update customers/Relationship Managers on portfolios
- •Support Relationship Managers with client queries and requests
- •Ensure proper processing of client applications and documentation
- •Prepare requests for investment and credit facilities
- •Prepare weekly/monthly reports including monthly sales report
- •Enter and monitor customer data on the core banking system
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