SMEs RM

؜ - ؜الجيزة ؜ -
موقع المُعلن

تفاصيل الوظيفة


  • JOB PURPOSE
    The SME's Relationship Manager is responsible for strengthening the SME
    Portfolio, through maintaining and attracting target clients. In addition to
    fostering the relationship with existing clients; through learning about their
    banking needs and fulfilling it, while abiding by internal and external credit
    regulations.

  • MAJOR RESPONSIBILITIES AND ACOUNTABILITIES

  • Collect and analyze the data of potential and existing clients to prepare credit packages

  • Follow up on granted credit facilities and review its annual renewal procedures

  • Conduct calls to ensure that granted facilities are utilized in agreed upon purposes and prepare calls' reports accordingly

  • Identify expansion opportunities with existing clientele base to achieve portfolio growth.

  • Closely monitor Past Dues Report and take any required action, after consulting with Unit Head, and strictly adhere to EGBank Credit and Legal policies.

  • Follow up with concerned divisions/departments within the bank, to ensure the fast execution of agreed upon banking operations, and deal with any obstructions

  • Prepare credit memorandums and present it to concerned parties

  • Handle accurate documentation and filing of portfolio with respect to internal regulations

  • Update clients' portfolios on regular basis

  • Market cross-selling products with existing and new clients

  • Conduct feasibility study for new projects, and provide credit assessment for projects finance

  • Adjust facility structures to suit any changes in the clients' demands/activities

  • Review credit facilities and ensure they are in compliance with internal and external credit regulations taking into account the profitability of the bank and the quality of the portfolio

  • KEY PERFORMANCE INDICATORS (KPIs)

  • Time taken to prepare credit packages

  • All required documents are included in the credit packages

  • All documents needed for credit facilities are attained on time

  • Target: assigned vs. achieved/limit

  • Amount of time taken to prepare and submit post calls reports

  • Clients' portfolios are up to date

  • Time taken to update clients' portfolios

  • Time taken to prepare credit memorandum and number of mistakes in memo.

  • Granted credit facilities are renewed on time

  • Number of findings from internal and external auditors

  • The total value of the products granted to clients through cross selling.

  • Number of visits conducted per year

  • Enhance credit clients' satisfaction (TAT, % Complaints).

بلغ عن إساءة

ملخص الوظيفة

  • المُعلن : EGBank
  • تاريخ الإعلان : 16/02/2023
  • نوع العمل : -
  • مستوى الخبرة : -
  • المستوى التعليمي : -
  • مكان العمل : الجيزة
  • الراتب : -
  • الهاتف : -

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