Portfolio Management
5 months ago
Ensure proper distribution for all new accounts and manage any system errors.
- 100% allocation for existing accounts with RM.
- Review the active book monthly and reduce the chance of floating accounts.
- Distribute accounts as necessary ( resignation, maternity, capacity restructure ).
- Work with TQM to validate all reports
- Build effective report that is managing and monitoring Credit control and collection team transactions with SME.
- Build effective report which manages all brokers’ performance/interaction with SME across all regions
- Managing broker’s unit book for all regions in order to ensure proper distribution.
- Build periodic timely reports to SME team about the market updates and changes
- Regularly to SAMA and CCHI online and stay up to date about market trends and updates.
- Screen competitor's websites to compare internally and identify gaps
**Skills**:
- Good knowledge of MS Excel.
- Data Extraction & Market Analysis.
- Ability to build relationships internally.
- Awareness of regulatory policies
**Education**:
Management Information System or any equivalent field.
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