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
Ops…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 pertaining to
clients’ portfolio within the unit.
Attend to specific projects / jobs assigned by the Division/Unit Head from
time to time.
Maintain proper records of clients’ communication.
Housekeeping monthly pipeline report and updating the same on monthly basis.
Explore and highlight business prospects in the portfolio.
To prepare Consolidated Client Positions on regular basis
Collate and follow up updating of RB and Technical Capability reports.
To handle Annual review initiation/preparation and project allocation process
Prepare and update PPC reports
Maintain System Data and note pad updated for each client/project.
In depth knowledge of Local and Regional Contracting business.