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Job Description

● Manage the level of financial health check and Investment enquiries within Trellis Financial & follow through with initial investor lead discussions

● Work extensively with Marketing firms to execute our strategy, Market research partners to derive consumer behavioral insights, EdTech & training firms to create client & internal training content

● Engage relevant senior management and update various policies (Risk, HR, IT, Credit, Loan Products) on an ongoing basis as required from a digital bank governance perspective

● Face-off to ALCO, Finance & Risk Management forums on a regular basis to provide product representation

● Ensure client & product feedback is tracked and acted upon. Also any new collaboration requests are triaged and achieve conversion targets

● Act as a point of escalation for IT, Operations, Legal or Customer Services, should there be any issues with customers, vendors or regulators

● Management of mortgage officers, product queries to achieve their sales targets

● Provide training, development, coaching to advisors, officers & engage with EdTech providers

● Manage relationships with partners, seeking new opportunities, products and services

● Maintain knowledge of internal processes and financial and regulatory legislation

● Work closely with the Compliance Officer to report any risk and adhere to the T&C plan

● Ensure all Financial Services staff adhere to the following Individual Code of Conduct rules

Job Details

Functional Area:
Total Positions:
1 Post
Job Shift:
First Shift (Day)
Job Type:
Job Location:
No Preference
Minimum Education:
Career Level:
Experienced Professional
Minimum Experience:
3 Years
Apply Before:
Feb 29, 2020
Posting Date:
Feb 03, 2020
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Trellis Financial

Banking/Financial Services · 11-50 employees - Karachi

This is a very exciting opportunity to work alongside the founding members of an organisation to establish and scale a truly innovative Digital Affordable-Housing Green Mortgage HFC, that strives to become the benchmark of how to galvanize social development and transform societies within a short pe ...Read More

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