Manager, Financial Institution Coverage
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Job Purpose
Provide relationship and execution support for financial-institution clients, enhancing the bank’s TGM franchise through coordinated coverage and maintaining high service standards.
Key Results Areas
• Support relationship management for FI clients such as regional and international banks, NBFIs, and asset managers.
• Coordinate daily flows, pricing requests, and trade execution with relevant product desks.
• Maintain CRM data, call reports, and client plans.
• Assist in cross-selling TGM products such as FX, deposits, and investments in coordination with senior sales.
• Support client due diligence, documentation, and periodic reviews with relevant stakeholders.
Knowledge Skills and Experience
• 5–7 years’ experience in FI coverage, treasury sales, or corporate banking.
• Good understanding of FI client needs and interbank product set.
• Strong coordination and communication skills.
• Degree in Finance, Business, or related field.
Requirements
- •Support relationship management for FI clients such as regional and international banks, NBFIs, and asset managers.
- •Coordinate daily flows, pricing requests, and trade execution with relevant product desks.
- •Maintain CRM data, call reports, and client plans.
- •Assist in cross-selling TGM products such as FX, deposits, and investments.
- •Support client due diligence, documentation, and periodic reviews.
Nice to Have
- •Good understanding of FI client needs and interbank product set.
- •Strong coordination and communication skills.
Responsibilities
- •Support relationship management for FI clients such as regional and international banks, NBFIs, and asset managers.
- •Coordinate daily flows, pricing requests, and trade execution with relevant product desks.
- •Maintain CRM data, call reports, and client plans.
- •Assist in cross-selling TGM products such as FX, deposits, and investments.
- •Support client due diligence, documentation, and periodic reviews.
- Make sure Mashreq Bank actually reads your resume
- Get AI-rewritten bullet points
- Download Gulf-ready CV
60 seconds. $3.99 one-time.