Sme's Shebin El Kom Relationship Manager
1 week ago
Manage and develop a portfolio of customers and introduce new prospects
- Achieve assigned budget.
- Daily account management and handling customer complaints
- Monitor client’s daily transactions and handle compliance requirements
- Reactivate Dormant accounts while minimizing closed relations (attrition)
- Make calls to existing as well as prospect clients
- Boost Liabilities in his portfolio by attracting new deposits and fresh funds
- Maximize utilization of approved borrowing clients facility limits
- Maximize Trade Finance activity within his portfolio
- Enhance the Capital Market Activity of his portfolio and confirm all FX deals with CM team
- Spread, study & carefully analyze client financial statements, structure credit facilities & mitigate risks.
- Conduct full market analysis and assess client business.
- Discuss credit proposal with Risk Department
- Handle renewal of existing client facilities
- Follow up the receipt of clients documentation and handle any discrepancies
- Market Corporate Assets / liabilities, as well as the full range of CAE products and services.
- Actively contribute to synergies with other LOBs
Comply with CAE policies & procedures as well CBE directives and guidelines.
- Manage and develop a portfolio of customers and introduce new prospects
- Achieve assigned budget.
- Daily account management and handling customer complaints
- Monitor client’s daily transactions and handle compliance requirements
- Reactivate Dormant accounts while minimizing closed relations (attrition)
- Make calls to existing as well as prospect clients
- Boost Liabilities in his portfolio by attracting new deposits and fresh funds
- Maximize utilization of approved borrowing clients facility limits
- Maximize Trade Finance activity within his portfolio
- Enhance the Capital Market Activity of his portfolio and confirm all FX deals with CM team
- Spread, study & carefully analyze client financial statements, structure credit facilities & mitigate risks.
- Conduct full market analysis and assess client business.
- Discuss credit proposal with Risk Department
- Handle renewal of existing client facilities
- Follow up the receipt of clients documentation and handle any discrepancies
- Market Corporate Assets / liabilities, as well as the full range of CAE products and services.
- Actively contribute to synergies with other LOBs
Comply with CAE policies & procedures as well CBE directives and guidelines.
Qualifications
- Bachelor's Degree
- Credit course
- Customer service
- Operations
- Borrowing Documentation
- Credit Risk
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