Organise, maintain, and update accounting and project files, including invoices, receipts, payment vouchers, statements, delivery orders, claims, and other supporting documents.
Maintain proper filing systems and ensure accounting and project documents are properly organised and easily accessible.
Monitor customer payments, supplier accounts, and assist with bank reconciliations.
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Ensure acceptable asset quality of existing portfolio by being pro-active and up-to-date in terms of market intelligence in relation to accounts and industry of portfolio management.
Work closely with product partners including Trade Services, Global Markets, and Deposit & Liability Management in order to meet financial and banking requirements of clients in a wholesome manner.
Ensure that banking facilities offered to clients are structured in compliance with credit lending policies.
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Promote products, communicate trade marketing programs, introduce new launches, conduct product training, and drive new customer development in line with company strategy.
Plan and manage daily, weekly, and monthly work schedules with the Sales Manager to ensure effective coverage, call quality, and frequency while staying within budget.
Achieve SFE KPIs and accurately utilize SFE/CRM systems to record daily calls, sales activities, and customer information.
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