Corporate Banking SRM (FI Team)

* Purpose
Plan customer development strategies and implement the executive department's annual business strategy plan to ensure the achievement of annual goals.
* Main tasks
• Execute branch business plans to ensure the achievement of relevant business profit targets.
• Master industry and market trends to plan short-, medium-, and long-term product sales strategies and expectations.
• Develop and expand new customers, provide the Bank with high-quality services, and enrich the department's profit opportunities and sources.
• Deepen existing customer relationships to ensure customer satisfaction and increase customer loyalty.
• Regularly inspect the customer's operating conditions and implement post-loan management to avoid the occurrence of bad debts.
• Assist in educating and supervising the signing process of the ARM, and assist in reviewing the ARM's operation process to ensure the smooth schedule of the credit case.
• Mentoring junior enterprise financial RM, sharing workplace business experience, improving team work performance and professional ability.
• Implement other duty being assigned by bank
* Key performance index
* Financial Aspect
• Achievement rate of accumulated surplus target (total surplus, interest income, fee income)
• Achievement rate of various operating volumes (deposit positions, lending positions)
• Overhang ratio maintenance ratio (non-performing asset ratio)
* Non-financial Aspect
• Number of customers, customer retention rate
• Effectively develop the number of customers
• Frequency of customer calls/visits
• The correct rate of signature and credit investigation operations, and the completion rate of on-time signature and credit review
• One-team spirit
• Talent education, development of ARM and primary enterprise financial ARM

Performance review
,#Cathay insurance
,#Domestic and oversea training

Banking, Finance, Account Management