- Coordinate with relevant divisions/departments to ensure the best service delivery for clients.
- Report to senior management on identifying, controlling, and mitigating risks in client care and development for the specific client segment.
- Coordinate with Relationship Managers (RMs) and Head Office/Advisory units to prepare proposals and recommend suitable products and services for client advisory.
- Perform KYC checks on client information (inflows/outflows, CIC outstanding debt, collateral, industry, any adverse information, etc.).
- Prepare documentation and work with RMs to plan, schedule, and arrange client meetings.
- Engage regularly to strengthen connections and maintain long-term relationships with clients.
- Periodically update performance and develop action plans to achieve the Account Coverage Plan (ACP) for assigned clients.
- Ensure strong control over the debt quality across the entire managed client portfolio.
- Update the Account Coverage Plan (ACP) in case of changes in the client's business plan that impact the annual exploitation strategy.