Technical skills
SRETechnical writing
About this role
- Focus on account renewals, credit monitoring, and disbursement documentation for MM customers not actively managed by RMs
- Manage 50-80 MM and high-potential PLM accounts (not managed by RMs and AMs)
- Conduct periodic review of existing accounts on timely basis & to maintain zero stale rating
- Focus on account renewals, utilization enhancement and cross-selling opportunities for these accounts
- Prepare renewals, credit monitoring reports, disbursement documentation
- Ensure all reviews are completed by due date
- Follow up on queries / requests by RMs or clients