Position Overview
JOB PURPOSE
To assist the Relationship Team in maintaining and housekeeping the portfolio under management, resolving day to day issues and ensuring marketing teamβs involvement in operational issues is brought to a minimum.
KEY RESULT AREAS
- Act as a backup to the Relationship Manager and mirror the assigned portfolio - Assist the Relationship Management team in maintaining and developing both existing and target Relationships.
- Liaise regularly with various departments (e.g. FTC, OPS, Compliance, Credit Opsβ¦etc) within the bank and entertaining requests and enquiries pertaining to transactions and/ or documentation.
- Ensuring all documentation is up to standard and up to date and ensuring that MER issues are kept to a minimum.
- Attend to the Clients enquiries and coordinate with various Service Departments to ensure resolution in a timely manner.
- Assist in preparing industry studies and data collection pertai...