About this role
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.
Other facts
About Mashreq
Disclaimer: Mashreq will never ask for your bank related information via phone call, SMS or email. We will also never contact you from a mobile number to resolve your query.
Welcome to the LinkedIn page of Mashreq. More than half a century old, we proudly think like a challenger, startup, and innovator in banking and finance, powered by a diverse and dynamic team who put customers first. Together, we pioneer key innovations and developments in banking and financial services. Our mandate? To help customers find their way to Rise Every Day, partnering with them through the highs and lows to help them reach their goals and unlock their unique vision of success. Join Mashreq and find your way to Rise Every Day.
What you'll do
- The Senior Virtual Relationship Manager is responsible for ensuring financial KPIs are met and providing superior customer service. This includes executing service calls, managing account profitability, and resolving customer queries.
Ready to join Mashreq?
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