Key Responsibilities
Customer Relationship Management
- Assess customer needs and provide tailored financial advice
- Handle loan applications and other financial services requests
- Resolve customer issues promptly and ensure high satisfaction levels
- Maintain strong, long-term relationships with clients
Sales & Growth
- Collaborate with the sales team to meet revenue targets
- Upsell and cross-sell financial products where appropriate
- Identify opportunities to expand the customer base and portfolio
Compliance & Administration
- Ensure all activities comply with financial regulations and internal policies
- Maintain accurate records of customer interactions, transactions, and documentation
- Support audits and reporting requirements
