We are seeking to recruit a Portfolio Analyst for a financial services client in Dubai.
- This role will provide day-to-day support to the assigned portfolio to ensure customers are effectively serviced, their inquiries responded to and operational situations resolved promptly and efficiently.
- Assist the team in building effective relationships and trust with clients/potential clients by listening to their needs and using that information to understand possible changing situations, needs and desired benefits
- Educating them about the bank products and services that are most appropriate for their situation.
- Investigate and resolve customer discrepancies, complaints and payments.
- May perform cross-selling of Cash Management products to customer based on analysis of financial statements.
- Respond to vendors, accountants, and auditors for informational request or for verification of information received.
- Analyze portfolio data from various sources to assess deviations
- May assist in varied departmental assignments and/or projects as assigned
Main Skills We are seeking to recruit a Portfolio Analyst for a financial services client in Dubai. • This role will provide day-to-day support to the assigned portfolio to ensure customers are effectively serviced, their inquiries responded to and operational situations resolved promptly and efficiently. • Assist the team in building effective relationships and trust with clients/potential clients by listening to their needs and using that information to understand possible changing situations, needs and desired benefits • Educating them about the bank products and services that are most appropriate for their situation. • Investigate and resolve customer discrepancies, complaints and payments. • May perform cross-selling of Cash Management products to customer based on analysis of financial statements. • Respond to vendors, accountants, and auditors for informational request or for verification of information received. • Analyze portfolio data from various sources to assess deviations • May assist in varied departmental assignments and/or projects as assigned
Industry Banking
Functions Operations
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