• Support the EAM (External Asset Management) RMs and Head of EAM coverage desk with onboarding process of EAMs and complete documentation, KYC, agreements and ongoing maintenance

• Support the portfolio of Mashreq Private Banking clients onboarded through EAMs with personalized and standardized service. 

• Support the EAM RMs with outbound calling exercise in promoting (non-investment related) campaigns to existing private banking clients through client calls.

• Provide superior customer service promptly & effectively within acceptable TATs & without compromising on controls.

• Prepare monthly Input Files for Performance Scorecard across profiles in Frontline.

• Streamline and work on automation of key reports with BIU

• Regularly review reports on an ongoing basis and identify gaps if any and remediate.

• Work with Operations on upload files for Portfolio changes

• Preparing MIS and key reports as required by business time to time.

• Tracking Growth /De-growth from Swing reports and engaging with RMs on reasons of change on a weekly basis.

• Strict Adherence to Polices and SOP laid down by Business.

• Share ad hoc BIU reports to Stakeholders.

• Adherence to Private Banking policies/ procedures & SOPs / ADMs / Governance KPIs

• Ensure satisfactory audit outcomes.

• Work closely and effectively with other internal customers / stakeholders. 

Knowledge, Skills and Experience

• Graduate in any stream (finance preferred) with at least 5 years of experience in reporting and analytics. 
• Good working knowledge of Excel and PowerPoint including Macros, SQL, PowerBI and Business Objects
• Experience in banking / service industry will be preferred
• Must have good interpersonal and negotiation skills with pleasant personality
• Good command in spoken English and excellent writing skills
• Customer oriented and ability to manage difficult situations