Job Purpose

- Supporting the RMs and EAM coverage desk with onboarding process of Clients, documentation, KYC, agreements and ongoing maintenance with complete ownership

- Drive cross-selling of Mashreq Private Banking in-house strategies, deposits, bespoke account solutions, asset products to generate incremental AUM and liabilities.

- Manage low end of client base with RM end to end for relationship enhancement

- Supporting the portfolio of Mashreq Private Banking clients with personalized and standardized service.

- Support Acquisition Managers in Mashreq International corridors by coordinating with relevant RMs in those markets to identify and generate new business opportunities

- Supporting the RMs and EAM desk with outbound calling exercise in promoting (non-investment related) campaigns to existing private banking clients through client calls.

- Providing superior customer service promptly & effectively within acceptable TATs & without compromising on controls.

- Adherence to Private Banking policies/ procedures & SOPs / ADMs / Governance KPIs

- Act as a backup of RMs and be in touch with all Partners / EAMs time to time.

Work closely and effectively with other internal customers / stakeholders.

Relationship Management Support

- Handle low value clients for relationship management and act as a backup RM

- Support RMs to free up their time & be the first face to the customer for inquires & all service-related activities via any channel.

- Assist the RMs to conduct proper KYC in order to fulfil the compliance requirement on KYC; ensure client documentation are updated on a timely basis.

- Support RMs in regular liaison with group compliance for discussions pertaining to any escalations; customer onboarding, items pertaining to AML/ KYC/DTRs/RFIs etc.

- Work on projects as required to enhance overall client experience and Partners/EAM experience, include. data availability to Partners/EAMs, maintaining proper data in systems

Customer Service

- Responsible for servicing all banking needs (such as account opening/ account maintenance/ complaints handling/call backs /dormant/ cheque book / investment/insurance etc.)

- Generate account statements, Investment portfolios to assist customers on analysis of health of their portfolios.

- Ensure timely & accurate pre-processing checks for all customer requests & ensuring all transactions have been accurately executed & update of the daily trackers within the unit by adhering to the unit’s SOPs, meeting service standards & turnaround time’s outlined in SLA.

-

- Risk management and Governance

- Ensure error free checking to avoid any financial losses to the bank

- Actively participate and contribute to reduce rejects & referrals on all transactions by accurately performing the preprocessing checks as laid out in the SOPs.

- Ensure adherence to the KYC checklists & ensure no pending KYCs at your end.