Undertake account review on timely basis without expired review
For Corporate Banking, organize monthly Task Force meeting with Business Teams, GCM and LRD (if need be) and prepare minutes and action plan from the meeting for sign-off and table for GCC’s notation. GCC reporting is on quarterly basis.
For Commercial to identify customer names to be deliberated in quarterly Task Force meeting with GCM to address change of credit risk, if any.
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Set up new projects in ERP (e.g., LN) and CRM (e.g., Salesforce) systems within 5–10 days of assignment, ensuring all required documentation and data are captured.
Create and maintain project folders, update key project information (milestones, addresses, contacts, Incoterms/trade terms, accounts, PO amount, revenue, invoices, project team, etc.).
Maintain full read/write access to project management systems, ensuring all updates are completed for key tollgates.
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Assist with budget tracking, procurement activities (if applicable), and contractor coordination, including drafting contracts and facilitating payments.
Ensure compliance with company standards, policies, and methodologies.
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Set up new projects in ERP (e.g., LN) and CRM (e.g., Salesforce) systems within 5–10 days of assignment, ensuring all required documentation and data are captured.
Create and maintain project folders, update key project information (milestones, addresses, contacts, Incoterms/trade terms, accounts, PO amount, revenue, invoices, project team, etc.).
Maintain full read/write access to project management systems, ensuring all updates are completed for key tollgates.
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