Relationship Manager - Business Banking
At a Glance
- Category
- 🏦 Finance & Banking
- Level
- Senior
- Type
- Full-time
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Manage a set of existing Small Enterprise (SE) relationships and originating new SE relationships in business communities around branch locations.
To achieve assigned financial and non financial objectives by meeting all borrowing & non borrowing needs of customers with target segments (Viz. borrowers, transactors, depositors).
Actively source new-to-bank customers and generate new business leads from walk-in customers. Manage all customers focusing on relationship Management & up-selling/ deep-selling/ cross selling other bank products.
Seamlessly takeover new relationships originated by DS & relationships downgraded by ME team using defined customer on-boarding procedure.
Constantly identify opportunities to upgrade customers to ME category by identifying customer's needs & profiling.
Responsible for quality & soundness of assigned SE portfolio (KYC reviews, monitoring for due diligence, anti money laundering procedures etc).
Requirements
- •Ability to manage existing Small Enterprise (SE) relationships
- •Experience in originating new SE relationships in business communities
- •Knowledge of customer on-boarding procedures
- •Understanding of KYC reviews, due diligence, and anti-money laundering procedures
Responsibilities
- •Achieve assigned financial and non-financial objectives for target segments
- •Source new-to-bank customers and generate leads from walk-in customers
- •Manage customer relationships focusing on up-selling, deep-selling, and cross-selling bank products
- •Take over new relationships and manage downgrades from ME team
- •Identify opportunities to upgrade customers to ME category through profiling
- •Ensure quality soundness of assigned SE portfolio (KYC, monitoring, AML)
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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.