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HOMEPAGE    Team Leader – Personal Financial Services
 

Team Leader – Personal Financial Services

Job Detail
Industry:
Banking/Financial Services
Category:
Retail
Total Position:
1
Job Type:
Full Time ( First Shift (Day)‎ )
Job Location:
Riyadh, Saudi Arabia
Gender:
No Preference
Nationality:
Saudi
Career Level:
Experienced Professional
Education:
Diploma
Maximum Experience:
10 Years
Work Permit:
Saudi Arabia
Apply By :
Dec 26, 2017
Posted On:
Sep 26, 2017
Job Description

§ Visits the potential client’s to gather information / status, or clarify issues of relevance to the consumer products.

§ Evaluates consumer applications, scrutinize documents and conduct telephone verification within the defined process / policies ensuring good quality (error-free) of documentation.

§ Conducts a thorough scrutiny of the documents submitted to ensure they are complete and are in order as per the approved documentation policy and highlights any discrepancies within agreed turn-around time.

§ Prepares contracts, letter of agreement, MOU and other documentation related to the loan facility to ensure that proper documentations are completed.

§ Maintains the credit files to ensure that all proper signatures and profiles are kept for easy retrieval and reference.

§ Reviews and approves the core report listing the company profile, facility requested and the proposal for approval or disapproval of the requested service in order to provide the approving committee concerned an executive summary of the analysis.

§ Reviews and processes a fully secured one time facility in order to expedite the release of credit line to applicants.

§ Reviews and approves the analysis conducted for a company profile of prospective clients in order to widen client base and market share.

§ Oversees and monitors the market trends and competitions to keep one-self updated with the limit bank exposure.

§ Oversees the delivery of solutions tailored to customers’ needs and monitors customers” feedback to ensure they are satisfied with the proposed solutions and that their requirements are being met.

§ Identifies and cultivates relationships with large accounts through direct sales staff in order to maximise revenues from them and investigates the potential for the provision of additional services.

§ Supervises the establishment of a database of existing and potential accounts in order to strengthen and build the business.

§ Manages the random quality audit of all operational activities to ensure that all policies and procedures are followed.

Adherence to policies and procedures.

 
 
 
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