Key Responsibilities
Customer Relationship Management
- Build and maintain strong relationships with clients
- Assess customer needs and provide tailored financial advice
- Resolve customer issues efficiently to maintain satisfaction
Sales & Business Growth
- Collaborate with the sales team to meet branch sales targets
- Contribute to the growth of the company's customer base
- Identify opportunities for upselling financial products
Operations & Compliance
- Process loan applications accurately and efficiently
- Ensure adherence to financial regulations and internal compliance standards
- Maintain proper documentation and reporting