Mashreq - Senior Virtual Relationship Manager

Senior Virtual Relationship Manager

Description:

- Ensure assigned FER & other financial KPIs are delivered.

- Ensure timely execution of welcome calls & all regular service calls to all assigned accounts.

- Ensure appropriate scoping of all accounts to activate, nurture & grow customer profitability.

- Generate FX, Trade(LC, etc), Bank Guarantees, Insurance & Investment revenue.

- Ensure to maintain/elevate the agreed funding rate of the portfolio base.

- Maintain a superior customer services experience including pre-empting issues and proactive servicing.

- Conduct Conference calls with product advisors with high potential clients & for activations of any dormant account.

- Maintain portfolio quality by ensuring timely update of KYC, TL & all other aspects of governance.

- Assisting compliance/AML/FP&I & all governance units without tipping off a customer.

- Adhering to all regulatory requirements for financial offerings & raise alarms upon identifying any misconduct or a breach in the portfolio.

- Resolve customer queries by rigorously following-up on cases with internal departments and closing the same in the given turn-around-time.

- Supporting resolution of customer complaints relating to Rates, Schedules, Document requirements, transactional inquiries.

- Contribute to improving the transaction survey.