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rhb

Open 22d

Portfolio Manager

Posted Updated 1 view
Discussion

Manage 50-80 MM and high-potential PLM accounts (not managed by RMs and AMs)

▪ Conduct periodic review of existing accounts on timely basis & to maintain zero stale rating

▪ Focus on account renewals, utilization enhancement and cross-selling opportunities for these accounts

▪ Prepare renewals, credit monitoring reports, disbursement documentation

▪ Ensure all reviews are completed by due date

▪ Follow up on queries / requests by RMs or clients

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