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    Senior Relation Manager - Cairo, مصر - Beltone Financial egypt

    Beltone Financial egypt
    Beltone Financial egypt Cairo, مصر

    منذ 6 أيام

    Default job background
    وصف
    • Building client relationships by leveraging existing personal and professional networks to expand BLFC's client base (organic and non-organic growth); and ensure balancing between generating business from existing customers and from new customers.
    • Communicating with clients (calls or meetings) and creating call reports detailing client needs to act as the point of reference for the request moving forward.
    • Ensuring efficient Customer Service standards and maintaining ongoing relationships with existing lessees; to guarantee customer retention for BLFC client base.
    • Discussing assigned credit cases with the Head of Credit and Head of Risk for the purpose of achieving a common view accepted by all parties.
    • Reviewing the mandate (offer) containing initial terms, conditions, service requested, industry information, and all standard required data/ documents to be provided to the client to secure signature.
    • Ensuring the client completes all the lease/ factoring required documents and needed signatures for KYC forms and the authorization for investigation requests.
    • Coordinating between the client and the investigation team to facilitate the investigation process.
    • Liaising between the client and the credit team; to ensure responding to credit team inquiries when conducting the credit assessment / financial analysis of the client.
    • Liaising with key operational functions to ensure client service delivery to agreed benchmarks and ensuring that all approved limits are being utilized within the agreed-upon drawdown period.
    • Meeting with the risk team to discuss and agree on the case structure after reviewing all client files to secure final approval.
    • Interacting with the legal department to ensure all issues in that regard are facilitated from the marketing side.
    • Following up on the operations team who are now managing the client relationship and beginning the evaluation process, to ensure smooth operations, and extend support if needed.
    • Negotiating terms and conditions, and finally securing the deal with the client's signature of the contract and ensuring a complete match with the terms of payment.
    • Following up with the client regarding the payment to ensure a smooth and timely collection process and avoid delays.
    • Maintaining a healthy relationship with all customers, to ensure there are no cases of delinquencies or delays in installment payments, etc.; to safeguard Beltone's interest.
    • Making sure that all customers' queries are well-investigated and resolved, and escalating queries if appropriate to Head of Business / CEO, to ensure appropriate handling of cases.
    • Adhering and complying with the internal policies and procedures, also ensuring that every transaction is valid and in line with government policy.
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