Roles and Responsibilities:
- Build and maintain strong, long-term relationships with existing and prospective clients.
- Identify client financial needs and provide tailored solutions, including business loans, current account, swipe machine & QR codes.
- Act as the primary point of contact for clients regarding financial product inquiries.
- Meet or exceed sales and revenue targets by upselling financial products and services.
- Conduct regular client meetings to review financial status and update service needs.
- Properly collect basic documents & stay updated during all processes.
- Work closely with internal departments such as operations, support & compliance to ensure seamless service delivery.
- Stay updated on banking regulations, market trends, and financial product developments.
Additional Qualification and Skills:
- Bachelor's degree in Finance, Business, Economics, or related field.
- 1+ years of experience in banking, financial services, or relationship management.
- Strong understanding of financial products, banking regulations, and compliance.
- Excellent communication, negotiation, and interpersonal skills.
- Proven track record of meeting sales goals and delivering exceptional customer service.
Email: [Confidential Information]
