Senior Non-Bank Financial Institution (NBFI) Relationship Manager

• Building and managing the Non-Bank Financial Institution (NBFI) portfolio.

• Customer/prospect marketing visits to identify the market needs and expectations.

• Participating in the development of products and services meeting these needs and expectations.

• Answering to customers KYC process.

• Identify potential extensions to additional customer segments.

Key Responsibilities

• Develop annual business plans for the NBFI portfolio in alignment with the objectives, strategy of BPCE IOM.

• Develop the portfolio by prospecting potential customers in the market and offering suitable banking services to the existing customers.

• Manage a NBFI customer accounts covering the following activities:

- Account and payment transaction.

- Managing the CASA and term deposits.

- Managing forex and derivative transactions.

- Managing others task related to the target customers.

• Assist in KYC and client on-boarding process.

• Prepare limit proposals in accordance with delegated authority.

• Prepare various reports for management review.

• Knowledge and Expertise:

- Good knowledge of NBFI clients and Treasury products and services.

- Familiarity with the general banking operations and its legal and regulatory requirements.

- Knowledge in financial analysis / credit analysis.

• Skills and Competencies:

- Excellent relationship management and communication skills.

- Target-driven and results-oriented approach.

- Good level in English (writing and speaking skills). French is a surplus.

- Active, responsible, team-work spirit.

Experience/ Qualification and Education

• Education:

- Bachelor’s degree or higher in Banking, Finance, Economics, or a related field.

• Experience:

- Minimum 3–5 years of experience in Banking sector.

- At least 2 years of experience working with NBFI.

- Hands-on experience in banking processes and compliance with regulatory standards.