Portfolio client manager
hsbc
مجموع سنوات الخبرة :22 years, 4 أشهر
Focal point of contact for relationship enhancement of PCM Top Tier customers. These customers are the top 100 to GBM, CMB and BBU customers that generate the most PCM income to the Bank. The cash management solutions of such customers cover multiple geographies and are complex. They require responsive and well-orchestrated regional Client Service proposition from PCM.
• Provide regional and domestic client service proposition to customers. Ensure client satisfaction. Lead and work with other areas of the Bank on the crafting and provision of service.
• Cross sell products and deliver service solutions that meet customers’ needs. Obtain feedback from customers on service improvement and for external polls and internal surveys.
• Enhance customer relationship by working closely with RMs in managing client expectation, conducting annual account planning and service reviews with customers.
• Provide regional and domestic client service; manage and grow the cash management relationships; ensure client satisfaction and act as primary contact of PCM to customers. Lead and work with other areas of the Bank on the crafting and provision of service.
• Facilitate discussions externally with clients at senior levels and internally in the bank with Treasury, IT, and NSC/SD for payment processing and query resolution and fixing recurring issues
• Maximize PCM revenue by account planning, cross selling, deepening wallet share and increasing stickiness
• Focal point of contact and act as the PCM account manager for relationship enhancement of PCM Silver customers.
• By providing proactive service including account planning, conduct annual reviews with customers on PCM, formulate service plans, recommend solutions and service improvements that address customers’ needs, share best practice.
• By providing customized solution that requires multiple-party (HSBC group entities, NSC/SD, RMs, RSC, BT, IT etc) coordination and gaining the commitment of all relevant .
Bank Muscat 2002-2007
Worked in Bank Muscat for Five years. Handled both the operation and card related side. handled user related problems. Managed the EOD process on a daily basis and support on the server side
☒ Standard Chartered Bank 2008-2010
Worked in Standard Chartered Bank as an officer in Cash Management Transaction Banking, helping clients on how to use the online platform.
• Responsible for Solution Delivery for deals won, by working with the customer post-win to actual "Live" production of solution
• To understand the technology needs of customers and prospects, and thereby business opportunities and threats for Cash Management products in Oman
• Development and implementation of software initiatives for Product team in Oman
• Manage projects within the approved methodology time scale and budget, meeting Group standard for Audit, Control and financial reporting.
• Ensure smooth implementation of new products launched and ensure efficient allocation of SCB resources.
Guide, train, develop and motivate the Solution Delivery team to ensure the highest professional standards of service are provided to the Bank's customers and assist the Cash Management & Trade sales team in their sales efforts.
• Manage Electronic Banking installation on Pan Oman basis
• Timely production of management information to enable the continual review of revenues, service and the capture of customer and transactional growth statistics for capacity planning
• Manage, supervise and provide daily direction to the implementation team (EB product support executives)
• Achieve excellent cross-border relations with Electronic Banking staff in other units as well as with Data Centre Operations staff and Back-office Operations (CMO) locally, so that the highest standard of customer service is being provided to all Corporate customers for all their EB transactions
• Maintain proper checks and controls within the EB unit and ensure that the unit's operations are in strict compliance with all relevant control standards - both internal to SCB and imposed by external regulator
Bank Muscat 2010- up to date
Moved back to bank Muscat in IT Dept in the Application Mgmt as ATM&CDM administrator, which does the configuring the ATM&CDM on to the atm switch plus trouble shooting. My role is to configure the CDM or ATM to their main controller switches, being part of major project that takes in the bank, latest project I handled was upgrading the main server for our CDM to a new server .