Assistant Relationship Manager - TWC Partially Secured

Open 70d posting dated 7 days ago
  • Approvals from WRM, declines & amendments
  • Timely completion of NTB CPs as and when assigned
  • Timely completion of renewals (T-30 days)
  • Initiating renewal information request 60 days prior to expiry date and ensuring information is obtained before 30 days or escalated to next level.
  • MRS to be updated immediately on receipt of audited financials or triggering of any DRI event
  • CP quality – Manager & CRM Feedback
  • Ensure all client queries and transactions referred are handled promptly and efficiently.
  • Active portfolio management and analytics
  • CP expiry report (No expiry beyond 30 days, no expired CPs without extension / justifications)
  • Monitoring of Overdue / Excesses, Account irregularity reports
  • MER expiry (No Primary & Secondary beyond 30 days)
  • Covenants (No o/s covenants beyond 60 days)
  • CBRB / Cheque returns (Review & Action taken)
  • Management of Early Alert Process
  • Any exceptions to be timely escalated/highlighted to all relevant stakeholders.
  • Timely completion of quarterly RCSA report through coverage of 100% of identified risks.
  • No adverse audit comments for the area of operation
  • Transaction monitoring (Review as per process of DTR and other monitoring mechanism)
  • Ensure all EDD/compliance queries are actioned promptly and in line with bank’s policy
  • Recommend process improvement
  • Register, Track and resolve complaints
  • Timely completion of special tasks/projects assigned by the unit from time-to-time basis
  • Migrating all customers to online channels (active users)
  • Cross sell of various products
  • Feedback from line manager / Customer/CRM
  • Shadowing the KPI achievement of tagged RMs

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