To process and evaluate margin (SMF and PF) and non margin applications.
To evaluate and assign collateral capping (i.e shares, wealth, property) for SMF /PF margin accounts.
Providing credit support to all Share Trading Centres (STC) and Account Relationship Managers.
Key Responsibilities
To manage, guide and train the support team members in order to achieve the turn around time (TAT) and policy guidelines are met.
Ensure that SMF/PF new application(s) and credit renewal submitted meet the Bank's risk acceptance criteria, SMF and PF credit policy, approving matrix, AMLA framework and BNM guidelines requirement.
To analyze SMF/PF application(s) and subsequently prepare credit write up, recommend for loan approval.
To perform review and renew all SMF/PF margin accounts.
To continuously work on streamlining work processes to improve on TAT.