Core Roles and Responsibilities :
Relationship Management & Customer Service: Act as the primary contact for clients, providing exceptional service, managing inquiries, and ensuring client satisfaction to foster loyalty.
Sales and Portfolio Growth: Actively cross-sell and upsell products (e.g., loans, insurance, banking products) to achieve assigned sales targets.
Customer Acquisition: Identify and acquire new customers through networking and referrals.
Tailored Solutions: Understand client needs, preferences, and goals to provide tailored products and financial advice.
Issue Resolution: Promptly and professionally resolve client complaints and issues, often acting as the escalation point.
Administrative & KYC Compliance: Maintain accurate, up-to-date client records in CRM systems, handle KYC/documentation, and ensure compliance with bank procedures.
Market Monitoring: Keep informed about market trends, competitor products, and economic indicators to update strategies.