Relationship Officer

key Accountabilities:

• Establishes productive professional relationships with key personnel in assigned Channels.
• Coordinates the involvement of company personnel including support service and management resources in order to meet performance objectives and expectations.
• Meets assigned targets for profitable sales volume and strategic objectives  
• Proactively leads a joint channel planning process that develops mutual performance objectives financial targets and critical milestones associated with a productive relationship.
• Proactively assesses clarifies and validates customer needs on an ongoing basis.
• Manages potential channel conflict with other firm sales channels by fostering excellent communication internally and externally and through strict adherence to channel rules of engagement.
• Drives adoption of banks policy & Program.
• Maintains high customer satisfaction ratings that meets banks standards.
• Ensuring origination and execution of customer onboarding process.
• Follow all relevant departmental policies processes standard operating procedures and instructions so that work is carried out in a controlled and consistent manner.
• Demonstrate compliance to organizations values and ethics at all times to support the establishment of a value drive culture within the bank.
• Liaises with relevant team within the Bank to support customer to fasten and streamline the onboarding process
• Contribute to the identification of opportunities for continuous improvement and sustainability of systems processes and practices considering global standards productivity improvement and cost reduction.
• Assist in the preparation of timely and accurate statements and reports to meet department requirements policies and quality standards.
• Internal TAT management
• Adherence to policies processes and procedures of FAB

Job Context:

• Meets assigned targets for profitable sales volume and strategic objectives in assigned channels in accordance with banks policies and procedures.
• Engages with stakeholders including credit Operations Compliance Technology Branches Legal etc. to deliver timely and effective level of experience to our Broker/customers.
• To ensure regular meetings with customers to take stock of ongoing businesses and to provide timely feedback 
• Be highly alert to crosssell (Banca) opportunities identified by accessing clients needs in order to develop strong relation with the customer
• Provide excellent client service by attending to client queries ensuring all queries are responded to in a timely and professional manner and in keeping with established service standards.
• Accountable for maintaining high compliance standards by ensuring information captured in the Banks systems and documentation are correct and maintained in a timely manner.
• Understand access channels (i.e. Corporate Internet Banking Phone Banking operation etc) to proactively educate clients on access options.
• Collaborate with peers in the bank to ensure effective support and service delivery.
• Provide support and information to accomplish individual and team sales goals.
• Generate internal and external reports for checks on prospect and existing customers. 
• End to end processing of MBBF files and maintaining the records for logins approvals/decline and disbursals and to be presented to stakeholders on timely basis.
• Managing end to end correspondence for MBBF accounts/compliance/TML
• Soft collections for MBBF clients
• Ensuring periodic review for cases and providing all the necessary data to credit/CAD and Business 
• Monitoring deferrals and ensuring closure as per the deadlines
• Managing and coordinating with the support team to regularize KYC  
• Perform any other business task requested by the line manager or as per management direction

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Qualifications :

Minimum Qualification

• Bachelors Degree in Commerce Business Administration Finance Banking or a related major field of study is preferred

Experience

• 2 to 5 years experience in commercial real estate finance
• 2 to 5 years experience real estate broker business  
• Good knowledge about real estate market
• 2 to 5 years experience in Mortgage finance   
• Background in analyzing the audit report
• Freelancer with mortgage and real estate experience of 2 years
• To have SME or Business finance experience

Remote Work :

No

Employment Type :

Fulltime