Develop and manage a portfolio of clients to achieve business targets.
Build strong, trust-based relationships with customers through regular communication and personalized service.
Understand client financial goals and recommend suitable products or services (loans, investments, insurance, etc.).
Identify new business opportunities through networking, referrals, and market research.
Ensure prompt resolution of client issues and maintain a high level of customer satisfaction.
Collaborate with internal departments (operations, credit, compliance, etc.) to deliver seamless client service.
Meet sales targets, cross-sell financial products, and contribute to overall revenue growth.
Keep abreast of market trends, competitor offerings, and regulatory changes.
Maintain accurate client records, call reports, and performance documentation.
Participate in promotional and client engagement activities organized by the company.