Talentsquare

Financial Planning and Analysis

• Develop and manage strong client relationships to grow business opportunities.
• Capture, track, and follow up on commitments from client meetings and call notes.
• Ensure prompt resolution of client requests and complaints within agreed SLAs.
• Monitor and follow up on receivables to ensure settlement within 30 days.
• Anticipate and deliver banks’ reporting needs proactively.
• Prepare and track Requests for Implementation (RFIs), Project Request Forms (PRFs), and Project Definition Documents (PDDs).
• Coordinate with internal teams to obtain sign-offs on RFIs, PRFs, and PDDs.
• Manage client engagement initiatives (birthdays, festive gifts) ensuring timely preparation and delivery.
• Meet KPIs: growth in client market share, timely closure of client requests/support tickets, receivables settled within timelines, RFIs/PRFs/PDDs prepared and approved within 24 hours, proactive client engagement management.

Business Relationship Officer, Financial Institution