Key Responsibilities:
Client Management: Develop and nurture strong, long-term relationships with clients.
Needs Assessment: Understand client financial goals and needs to provide personalized advice and solutions.
Sales & Growth: Identify opportunities for upselling, cross-selling, and acquiring new customers.
Service Delivery: Handle inquiries, resolve complaints, and ensure high customer satisfaction.
Reporting: Prepare reports on client interactions, outcomes, and sales performance.
Compliance: Ensure adherence to KYC, AML, and bank policies, managing risks in credit facilities.
Essential Skills & Competencies:
Communication & Interpersonal Skills: Express ideas clearly, listen actively, and build rapport.
Client Focus: Understand and meet client expectations.
Sales Acumen: Drive sales and achieve targets.
Problem-Solving: Resolve issues effectively.
Adaptability: Adjust to client and market changes.