Supports RMs on credit memo completion; prepares main body of credit memo, collects financial data to perform financial analysis and coordinates with all other departments where required
Supports RMs on completing account plans, and coordinating as required with other product factories
Supports RMs on other ad-hoc analysis required for monitoring profitability and other ad-hoc requests
Supports RMs on launch & completion of annual client reviews and identification of potential areas of improvement
Responsible to coordinate with CCS, operations and any other required departments to ensure proper execution of transactions andcompletion of admin activities in a timely manner (e.g., opening and closing of customer account, transfers, amendment of customer account details, coordinate regular payments, collecting KYC documents etc.)