Officer - Portfolio, Business Finance | Dubai, UAE

Job Description

Monitor and gauge new and existing bank customers BBU Assets (SBF/TWC) clients' financial/business health, in order to maximize utilization of DIB Business Account, Trade and Treasury for FX Transactions.

Key Responsibilities

• Visit existing and potential BBU Assets (SBF/TWC) clients to monitor their financial/business health.
• Conduct regular meetings with existing BBU Assets clients in their premises to assess why approval conditions are not being met and provide feedback to team leader.
• Communicate with BBU Asset SBF/TWC customers to use DIB Accounts, Trade and Treasury services to increase customer wallet share.
• Be the representative of BBU Assets within the Bank for highlighting/raising issues facing SBF/TWC clients.
• Interact and conduct regular meetings with Support Departments to ensure the expectations of Business Team and Support Team are mutually clear and troubleshoot any issues/pending cases.
• Ensure complete awareness of bank's product features, policies, and processes at all times.
• Comply with Sharia guidelines and Code of Conduct. Quality check the applications submitted by SBF/TWC team to ensure the applications are checked for assessments done by Portfolio Quality Team.
• Adhere to administrative requirements of submitting daily customer visit reports.
• Maintain confidentiality of customer information and DIB information at all times while communicating.

• Minimum Bachelor's degree
• Minimum 2-4 years' experience in SME Banking - Assets/Credit in the local UAE market.