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Mashreq Global Services

Compare

3.2

based on 333 Reviews

3 Mashreq Global Services Relationship Officer Jobs

Relationship Officer

Mashreq Bank

3.2

based on 333 Reviews

1-5 years

₹ 4 - 8L/yr (AmbitionBox estimate)

Kolkata, Mumbai, New Delhi + 4 more

1 vacancy

Relationship Officer

Mashreq Global Services

posted 13d ago

Job Role Insights

Flexible timing

Key skills for the job

Computer Networking Operations Analytical Chemistry Relationship Management CRM Financial Services

+ 3 more

Job Description

To standardize and manage the overall service and operational quality across the Mashreq Plus VRM Channel, ensuring adherence to banks policies, SOP s and compliance with regulations at all levels.
To create, negotiate, implement and monitor the success of all SLA s with all partners
To ensure that Mashreq Plus VRMs involvement in operational issues is brought to minimum level.

University Graduate.
Excellent communication and negotiation skills. Fluency in English and Arabic language is an added advantage.
At least, 2 years experience in a similar job with another bank / financial services.
Strong sales knowledge & insurance/investments/ Financial Market Knowledge.
Strong Interpersonal skills and cultural sensitivity
Relationship Management & Networking skills.
Extrovert & amiable personality
- Strong analytical and numerical skills.
- Ability to work under pressure and think on his / her feet.
- Dynamic, results-oriented approach to work.

Assist the Mashreq Plus relationship management team in maintaining and developing both existing and prospective relationships.
Provide support & services to all the walk-in and existing Mashreq Plus, customers as per the agreed SLA.
Provide end to end support on new business applications and after sales requests received from customers holding Investment &/or Insurance products with the Bank.
Be aware of potential cross-sell opportunities from existing portfolio & assist the Relationship Management Team in closure.
Liaise regularly with various departments (e.g. CPC, FTC, OPS, Compliance, Credit Ops etc) within the bank and entertaining requests and enquiries pertaining to Cheque Clearing and other transactions and/ or documentation.
Assist the Mashreq Plus VRM, in ensuring all documentation is up to standard and up to date and ensuring that MER exception items are kept to a minimum.
Adhere to all policies with regard to KYC/ AML as set out by the bank from time to time.
Update line manager on daily business activities for better controls.
Update all customer interactions on CRM.
Respond to opportunities arising for Cross-selling, referring all opportunities to the relevant Relationship Managers or SSOs.
Handles all allocated functions with strict adherence to set processes.
Enhance usage of Alternate Delivery channel.
Assists RMs in conducting day to day transitions.
Operates in Mashreq Plus environment where the job holder interacts with customers through telephone, emails and face to face (when necessary).
Operates within standard rules and guidelines set by bank and additional ones set by Mashreq Plus Product & Proposition and Governance & Controls.
Frequently interacts with CCU, CPC, GSU, CAM and Governance to ensure smooth running of business.
Interact with product managers / line managers to constantly provide feedback on competition and client response to product / services
Ensure client expectations are constantly met
Ability to understand customer s financial needs on a one on one basis
Intricate understanding of products pertaining to HNW customers - both internal and external (competitors)
Advanced Market knowledge of various investment vehicles / markets / economics
Accurate projection of sales numbers
Proactive action on customer feedback and needs
Timely escalation of service issues
The job holder requires to possess to review customer relationship, bank policy and financial objectives to take decisions on charges reversal recommendations and maintenance & deviation recommendations.