Key Responsibilities

• To ensure expected level of customer service is provided to Priority banking clients. Work collaboratively with internal specialists and Associate Director’s to provide appropriate banking services and solutions to meet client’s needs.
• Validate the IS (Investment Service) action form for various checks in e-BBS (Electronic Branch Banking System) and Finantix to ensure client eligibility.
• Validate and ensure necessary approvals are in place for various risk markers.
• Validate the Bancassurance application for various checks including e-BBs, CIP (Customer Investment profile).
• Coordinate with SAU (Sales Assurance Unit) to fast track the call back to avoid client escalations.
• First point of contact for over 70 Priority Banking Relationship Managers for their investment document solutions including Bancassurance.
• Validate the BCA (Bancassurance).
• Validate the client existing portfolio.
• Validate and ensure necessary approvals are in place for various risk markers.
• Coordinate with CDD (Client Due Diligence) Operatios and UAE static team on the uplifting of risk markers in order speedup up the approvals and limit loading.

• Flashing the daily MIS with respective teams and escalate the TAT breach cases.
• Validate the lending documents before submission to Operations for limit loading.
• Follow up for limit loading in order to ensure timely execution of deals.
• Ensure redemption proceeds are settled within timelines by coordinating between Credit, Lending Operations and settlement team.
• Coordinating with UAE Static for risk removals.
• Coordinate with the respective Relationship Manager’s to collect the necessary FATCA (Foreign Account Tax Compliance Act) documentations when client appear in the weekly US indicia report.

• Manage autorenewals, new BCAs.
• Clearance of excess in accounts for leverages and OD (Overdraft)
• Weekly update on outstanding credit deliverables and constant follow up with RMs
• Chase margin approvals for renewals from authorised delegates
• Refresh memos related to deferrals, outstanding credit cases.
• Circulation of breach letters and status with RMs
• Daily LTV (Loan to Value) and Excess report to ensure portfolio alignment.

• Coordinate with RMs on BCA/ IS Action form/ lending Docs/FATCA/CRS (Common Reporting Standards)/Static Data Update/ CDD status to ensure smooth processing of deals.
• To ensure timely availability of facility letters to RMs
• Weekly meeting with RMs for credit deliverables
• Arranging BCA clinics for new joiners to ensure quality submission.
• Interest and dividend calculations based on client requirement.
• Analyse the customer negative feedback of the investment subscription call backs. Investigate mis-selling allegations with regards to investments and respond to the clients.
• Generating daily MIS report for Senior Management. Respond to client Queries /Relationship Managers queries.
• Lending margin revision exercise based on the client AUM

Qualifications

• Experience in handling all Banking Customer Services & Investment Products is preferrablw.
• Strong communication, language and negotiation skills with the ability to influence outcomes.
• Networking & strong inter-personal skills to manage inter-departmental deliverables.
• Proficiency in Computers.
• Adapting to multi-cultural environment.
• Good knowledge of banking practises and regulations is preferrable.
• Anti Money laundering, Sanctions/Compliance Training and Basic Banking Practice is preferrable.

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