Assistant Relationship Manager - TWC Partially Secured

- Approvals from WRM, declines & amendments
- Timely completion of NTB CPs as and when assigned
- Timely completion of renewals (T-30 days)
- Initiating renewal information request 60 days prior to expiry date and ensuring information is obtained before 30 days or escalated to next level.
- MRS to be updated immediately on receipt of audited financials or triggering of any DRI event
- CP quality – Manager & CRM Feedback
- Ensure all client queries and transactions referred are handled promptly and efficiently.
- Active portfolio management and analytics
- CP expiry report (No expiry beyond 30 days, no expired CPs without extension / justifications)
- Monitoring of Overdue / Excesses, Account irregularity reports
- MER expiry (No Primary & Secondary beyond 30 days)
- Covenants (No o/s covenants beyond 60 days)
- CBRB / Cheque returns (Review & Action taken)
- Management of Early Alert Process
- Any exceptions to be timely escalated/highlighted to all relevant stakeholders.
- Timely completion of quarterly RCSA report through coverage of 100% of identified risks.
- No adverse audit comments for the area of operation
- Transaction monitoring (Review as per process of DTR and other monitoring mechanism)
- Ensure all EDD/compliance queries are actioned promptly and in line with bank’s policy
- Recommend process improvement
- Register, Track and resolve complaints
- Timely completion of special tasks/projects assigned by the unit from time-to-time basis
- Migrating all customers to online channels (active users)
- Cross sell of various products
- Feedback from line manager / Customer/CRM
- Shadowing the KPI achievement of tagged RMs