Officer - Portfolio, Business Finance

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 for ensure the expectations of Business Team and Support Team are mutually clear and trouble shoot any issues/ pending cases.
• Ensure complete awareness of banks 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, DIB information at all times while communicating.

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