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Senior Portfolio Manager @ RHB

MYOnsiteFull-time
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About this role

  • 1. Focus on account renewals, credit monitoring, and disbursement documentation for MM customers not actively managed by RMs
  • 2. Manage 50-80 MM and high-potential PLM accounts (not managed by RMs and AMs)
  • 3. Conduct periodic review of existing accounts on timely basis & to maintain zero stale rating
  • 4. Focus on account renewals, utilization enhancement and cross-selling opportunities for these accounts
  • 5. Prepare renewals, credit monitoring reports, disbursement documentation
  • 6. Ensure all reviews are completed by due date
  • 7. Follow up on queries / requests by RMs or clients

Skills

account renewalscredit monitoringdisbursement documentationutilization enhancementcross selling

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