Mashreq Bank
Lead – Digital Portfolio - NEOBiz.RBG - Rolex Tower - BB.Retail Banking Group
🇦🇪 UAE, UAE🏢 On-site
Relationship ManagementDigital BankingKYCAnti-Money LaunderingCross-sellingPortfolio Management
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60 seconds. $3.99 one-time.
Mashreq Bank
JOB DESCRIPTION – Lead, Digital Portfolio - NEOBiz – Business Banking
1
Job Title
Lead – Digital Portfolio - NEOBiz
Department
Platform Business Banking
Direct Supervisor
Senior Manager, Digital Portfolio - NEOBiz
Job Number
2
Job Purpose
- Manage a set of existing NEOBiz relationships acquired digitally.
- To achieve assigned financial and non-financial objectives by meeting all non-borrowing needs of customers with target segments (Viz. borrowers, transactors, depositors).
- Actively manage all high value NEOBiz customers focusing on relationship Management & up-selling/ deep-selling/ cross selling other bank products. Seamlessly takeover new relationships acquired digitally where high balance / high revenue potential is identified & relationships upgraded by VRM team using defined customer on-boarding procedure.
- Constantly identify opportunities by identifying customer's needs & profiling.
- Responsible for quality & soundness of assigned NEOBiz High Value portfolio (KYC reviews, monitoring for due diligence, anti-money laundering procedures etc).
3
Dimensions
Operating Budget
AED 5M Liability Growth monthly & AED 1M FER revenue per month
Number of Staff
9
Capital Exp. Budget
Other
Requirements
- •Experience in managing high-value digital customer relationships
- •Ability to identify customer needs and profile for up-selling/cross-selling
- •Knowledge of KYC reviews and due diligence procedures
- •Understanding of Anti-Money Laundering (AML) procedures
- •Ability to manage a portfolio with specific liability and revenue targets
Responsibilities
- •Manage a set of existing NEOBiz relationships acquired digitally
- •Achieve assigned financial and non-financial objectives for target segments
- •Actively manage high-value customers focusing on relationship management
- •Seamlessly takeover new relationships with high balance/revenue potential
- •Identify opportunities by profiling customer needs
- •Ensure quality soundness of assigned portfolio (KYC, monitoring, AML)
- •Drive monthly liability growth of AED 1M
- •Manage an operating budget of AED 5M
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Before You Apply
- Test your resume against Mashreq Bank's ATS
- Get AI-rewritten bullet points
- Download Gulf-ready CV
60 seconds. $3.99 one-time.
GCC Info
Company
Mashreq Bank
5000+ employees
Mashreq Bank offers a wide range of banking products and services, including retail, corporate, and investment banking. It serves individuals and businesses across the UAE and internationally.
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