Director, Client Management Unit First Abu Dhabi Bank FAB

Policies, Systems, Processes & Procedures:

• Manage and ensure effective implementation of the functional policies, procedures and controls covering all areas of assigned department activity so that all relevant procedural/legislative requirements, fulfilled while delivering a quality, cost-effective service.

Client and Market Analysis:

• Participate in the financial analysis conducted on clients and their respective industries/ markets to identify potential opportunities and risks.

Client Relationship Management:

• Originate new business opportunities with target clients across banking products where applicable
• Examine & resolve credit, market and operational risk aspects of the transactions in collaboration with products and enablement units
• Maintain the credit quality of the clients relationships within the Portfolio to an acceptable level set by the Bank s management
• Identify & develop cross selling opportunities and increase the cross-sell ratio with key clients.
• Maintain a satisfactory audit on the portfolio
• Learning & Development Attend appropriate on and off-the-job training programs and ensure development and skill upgradation of team members.
• Ensure that all internal processes for existing portfolio and NTBs are met in line with the Bank s policies & procedures.
• Adhere to process KPI s and, ORM, BCP & Internal Audit requirements Support clients in their day-to-day banking requirements along with support functions [Operations, CAD, Client Services etc.] point of escalation to resolve any operational issue faced.
• Submission of call reports along with noting and diarizing the action points for follow ups [internal and external constituents]
• Submission of call reports along with noting and diarizing the action points for follow ups [internal and external constituents]
• Support clients in their day-to-day banking requirements along with support functions [Operations, CAD, Client Services etc.] point of escalation to resolve any operational issue faced.
• Ensure all clients files/documents are maintained and filed with CAD, LPM etc.
• Ownership of KYC process (NTB and review/renewal) of accounts/assigned accounts under the unit, ensuring onboarding/review/renewals are completed within standards TAT to ensure consistency with the Bank s KYC, AML policies and regulatory requirements.
• The day-to-day management of low-revenue single product clients tagged under the CMU unit.
• Work with the relevant units to exit relationships that are not within the IB classification and have no potential to grow and tagged under CMU
• Manage the operational work regarding the accounts
• Ensure compliance with regulatory requirements, internal policies in the client s interactions and transactions

MIS and Reports:

• Review and analyse financial statements, MIS and reports to keep track of performance vs. budgets