Lead – Digital Portfolio – NEOBiz

Mashreq Bank

JOB DESCRIPTION – Lead, Digital Portfolio - NEOBiz – Business Banking

1 Job Title
Lead – Digital Portfolio - NEOBiz
Department
Platform Business Banking
Direct Supervisor
Senior Manager, Digital Portfolio - NEOBiz
Job Number 2

Job Purpose
- Manage a set of existing NEOBiz relationships acquired digitally.
- To achieve assigned financial and non-financial objectives by meeting all non-borrowing needs of customers with target segments (Viz. borrowers, transactors, depositors).
- Actively manage all high value NEOBiz customers focusing on relationship Management & up-selling/ deep-selling/ cross selling other bank products. Seamlessly takeover new relationships acquired digitally where high balance / high revenue potential is identified & relationships upgraded by VRM team using defined customer on-boarding procedure.
- Constantly identify opportunities by identifying customer's needs & profiling.
- Responsible for quality & soundness of assigned NEOBiz High Value portfolio (KYC reviews, monitoring for due diligence, anti-money laundering procedures etc).

3 Dimensions
Operating Budget

AED 5M Liability Growth monthly & AED 1M FER revenue per month


Number of Staff
9 Capital Exp. Budget Other