Relationship Officer.MGN Egypt - DBC-KYC.Retail Banking Group-MEGPCOE

وصف الوظيفة


Job Description

  • To standardize and manage the overall service and operational quality across the Mashreq Plus VRM Channel, ensuring adherence to banks policies, SOP’s and compliance with regulations at all levels.
  • To create, negotiate, implement and monitor the success of all SLA’s with all partners
  • To ensure that Mashreq Plus VRM's involvement in operational issues is brought to minimum level

Responsibilities

  • Assist the Mashreq Plus relationship management team in maintaining and developing both existing and prospective relationships.
  • Provide support & services to all the walk-in and existing Mashreq Plus, customers as per the agreed SLA.
  • Provide end to end support on new business applications and after sales requests received from customers holding Investment &/or Insurance products with the Bank.
  • Be aware of potential cross-sell opportunities from existing portfolio & assist the Relationship Management Team in closure.
  • Liaise regularly with various departments (e.g. CPC, FTC, OPS, Compliance, Credit Ops…etc) within the bank and entertaining requests and enquiries pertaining to Cheque Clearing and other transactions and/ or documentation.
  • Assist the Mashreq Plus VRM, in ensuring all documentation is up to standard and up to date and ensuring that MER exception items are kept to a minimum.
  • Adhere to all policies with regard to KYC/ AML as set out by the bank from time to time.
  • Update line manager on daily business activities for better controls.
  • Update all customer interactions on CRM.
  • Respond to opportunities arising for Cross-selling, referring all opportunities to the relevant Relationship Managers or SSOs.
  • Handles all allocated functions with strict adherence to set processes.
  • Enhance usage of Alternate Delivery channel.
  • Assists RMs in conducting day to day transitions.

Qualifications

  • University Graduate.
  • Excellent communication and negotiation skills. Fluency in English and Arabic language is an added advantage.
  • At least, 2 years’ experience in a similar job with another bank / financial services.
  • Strong sales knowledge & insurance/investments/ Financial Market Knowledge.
  • Strong Interpersonal skills and cultural sensitivity
  • Relationship Management & Networking skills.
  • Extrovert & amiable personality
    • Strong analytical and numerical skills.
    • Ability to work under pressure and think on his / her feet.
    • Dynamic, results-oriented approach to work.