Renewal Relationship Manager

Job Description

The ideal candidate will:

• Support SME Banking's Business units SME+ Segment, RM/BDM through timely and accurate processing of renewal for existing accounts.
• Conduct 1st line of assessment to determine complexity of accounts.
• Attend to customer requests within the SLA and provide basic advice and service to meet customers needs with regards to account renewal.
• Attend to queries from RM, team head and Credit approver during account approval process.
• Provide referrals for additional facilities to RM/BDM from renewal portfolio while processing the renewals.
  
  

Job Responsibilities

• Timely processing of renewal for existing accounts.
• Contacting Customers and obtain required documents for renewals.
• Generating and submitting of IA checklist and call memos.
• Checking of AAs and credit paper for onward submission to management for approval.
• Attend to CMS's queries.
• Conduct 1st line of assessment to determine complexity of accounts
• To perform first line check on all renewal accounts based on pre-determined criteria.
• Filter and assign accounts between RM/BDM and Renewal Relationship Manager.
• Attend to customer's queries (if any), understand customer's new/additional request and refer to RM/BDM if needed.
• Attend to customer's queries.
• Enquire and up/cross sell.
• Refer queries to RM/DBM if there are new/additional facilities request.
  
  

Job Skills

• Relationship-Manager
• Financial-Statements
• Collaboration
  
  

Job Requirements

Qualification

• General degree, preferably in area of accounting and finance.
• Possess experience in a front office role.
  
  

Competencies

• Basic understanding of financial statements.
• Have a flair for writing.
• Able to work both independently and as a team.
• Good communication skills.
• General knowledge of banking products.
• Meticulous and analytic in nature.
  
  

*Only shortlisted candidates will be notified.