| Job Title: |
Relationship Manager - Financial Institutions |
| Eligibility Criteria: |
- Bachelor’s Degree in the relevant field from any HEC-recognized Institute. CFA qualified or Partly qualified will be accepted.
- Minimum 2 years of experience in Credits.
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| Key Responsibilities: |
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The basic role is to manage relationship of NBFI and Commercial Bank accounts under supervision of SRM of FI-Domestic Unit. Key responsibilities will include:
The RM will be assigned a portfolio of clients for which he/she will be the main point of contact in managing the overall client’s account. The RM will be responsible for identifying banking needs of the client and soliciting UBL’s product suite to the client in consultation with SRM.
- Identify and solicitate new FI Clients
- Call existing clients regularly to ensure smooth operations of availed services and pitching of new transactions
- Timely prepare and route Annual Renewal Credit Approvals
- Analyze Financial Statements and client business models for Credit Risk assessment identify credit and non-credit opportunities.
- Complete satisfying documentary requirements in line with CAD and CRM for each credit exposure
- Prepare monthly Interest Income reports (NRFF, TFC Position etc)
- Regular report Non-Performing Loans and providing timely updates to CRM and BRMC
- Engage internal product partners for developing products and pitching to existing and potential customers
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