Client Account Manager - GTB.MGN Pak - CIBG - PLM FI and NBFI.Corporate & Investment Banking Group-PAKCOE
Job Purpose:
To support FI & NBFI clients (Revenue and Strategic) as a dedicated client account manager for all cash and trade related transactions.
Identify opportunities to deepen the relationship with key FI & NBFI clients by cross-selling and up-selling of cash and trade products.
Accountable for delivering “Client Service Excellence” effectively through active & regular engagement with the client and periodic account reviews.
Drive increased utilization for clients with existing setups through identified cross sell.
Retention and growth of operating account liabilities and account transaction volumes for FI portfolio.
Coordinate between client and Bank’s internal departments for transactional documentation/Agreements in order to streamline transaction flows, improve Client Experience and TAT.
Identify and introduce service improvements & streamline processes with product managers and internal stakeholders to improve the overall client experience, and thereby strengthen relationships with the aim to retain and increase client revenue.
Build strong internal relationships with business segments FI & NBFI RM, GTB FI Sales and the wider GTB team to drive client agendas.
Maintain Dashboard for Payments Volumes, CASA and trade throughput for FI portfolio.
Be champion to protect the bank against various risks related to the operations, fraud, and compliance in the ever-evolving regulatory market.
Support all the calling programs for awards, research, and other areas related to the branding of the bank.
Key Result Areas:
- Responsible for managing & protecting existing cash management and trade finance business from the top strategic clients.
- Improve cash management and trade finance penetration by converting opportunities of cross sell & upsell to key FI clients.
- Support growth of interest and fees income for the bank through superior service support for all types of solutions.
- Increase number of products per client by working the sales managers within UAE and at IBG network.
Identify leakages in the portfolio and propose appropriate action to ensure attrition is minimized through constant monitoring and tracking transactional activity of clients.
- Work closely with product / solution delivery team to ensure client needs are satisfied with the best in line services.
Become an expert on matter of client’s internal processes to better understand needs and to structure solutions to build a long-term cash and trade relationship.
Conduct Quarterly Client Account Review for Top Revenue Clients.
Support all the calling programs for awards, research, and other areas related to the branding of the bank.