- Make sure the security and availment documents for the booking
- Manage housekeeping post booking of cases
- Attend service request received from the customers
- Review and upload account opening documents in CRM
- Follow up for the EMI payment with the customers
- Follow up on the utilization of the available limit for revolving customers
- Assisting staff to get the system access, IT equipment & Stationaries
- Maintain Asset movement and arranging any claims related to the business
- Service: Fulfillment of customer request
- Revenue: Support Unit Head in achieving business target.
- Control: Submission of original security and post disbursal documents
- Prepare securities and ensure that all documentation follows all terms and conditions of Credit Approval, prior submitting to CAD.
- Assist RM by preparing availment and proactively coordinate with Business partner i.e. CAD, WFO, TFD, Legal, Sharia etc., as & when required.
- Assure proper handling of documents and check endorsements prior to delivery of trade documents as per ADIB's policy and procedures, especially Trade policies to ensure smooth processing of transactions
- Prepare and upload mortgage, DDA (Direct debit authority) and perform UTC as applicable.
- Track, maintain and follow up with the RM for the existing and future deferrals.
- Ensure timely submission of commercial invoices, Bill of Lading, Bill of Entry and Delivery order post booking or availment.
- Follow up with customers for timely deposit in the ADIB or DDA accounts to service the EMI.
- Assist and support Relationship Managers "RM" for the customer request and queries.
- Assist RM for obtaining legal approval, RIM creation and activation of existing RIM.
- Monitor RM portfolio as and when requested by the RM by reviewing the changes in CBRB, pending post disbursal trade documents (for invoice finance) and customer's monthly (installments) repayments.
- Maintain MIS for monthly approval, booking/availment, deferrals and post disbursement documents.
- Follow up with the RMs / Customers on the utilization of the available limit for revolving customers.
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Assistant Relationship Officer-BBD - United Arab Emirates - ADIB Group
Description
Description Key Accountabilities of the role
KEY METRICS:
Ensure timely payment to the dealers and other partners
Specialist Skills / Technical Knowledge Required for this role:
A good communicator at Junior level
Hands-on experience in the area of Customer Service Unit.
Good understanding of technological issues with sound analytical ability and PC skills.
Product Knowledge
Previous experience:
3 – 5 years of banking experience of which 3+ years' experience in customer service, documentation and operations.
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