Ensure assigned FER & other financial KPIs are delivered.
- Ensure timely execution of welcome calls & all regular service calls to all assigned accounts.
- Ensure appropriate scoping of all accounts to activate, nurture & grow customer profitability.
- Generate FX, Trade(LC, etc), Bank Guarantees, Insurance & Investment revenue.
- Ensure to maintain/elevate the agreed funding rate of the portfolio base.
- Maintain a superior customer services experience including pre-empting issues and proactive servicing.
- Conduct Conference calls with product advisors with high potential clients & for activations of any dormant account.
- Maintain portfolio quality by ensuring timely update of KYC, TL & all other aspects of governance.
- Assisting compliance/AML/FP&I & all governance units without tipping off a customer.
- Adhering to all regulatory requirements for financial offerings & raise alarms upon identifying any misconduct or a breach in the portfolio.
- Resolve customer queries by rigorously following-up on cases with internal departments and closing the same in the given turn-around-time.
- Supporting resolution of customer complaints relating to Rates, Schedules, Document requirements, transactional inquiries.
- Contribute to improving the transaction survey.
