Job description
Job Responsibilities:** * Proactively identify and acquire new clients within the region through various channels, including referrals, networking, and targeted outreach. * Manage and grow an existing portfolio of clients, ensuring their satisfaction and loyalty through regular communication and personalized service. * Conduct thorough financial needs assessments for clients, understanding their short-term and long-term objectives.
-
Present and explain a range of financial products and services, such as loans, investments, insurance, and other banking solutions, that align with client needs. * Achieve individual and team sales targets and contribute to the overall growth of the branch. * Resolve client inquiries and issues efficiently and effectively, escalating complex problems to the appropriate department when necessary.
-
Stay updated on market trends, competitor offerings, and regulatory changes to provide informed advice to clients. * Maintain accurate and up-to-date client records and adhere to all company policies and compliance procedures. * Collaborate with internal teams, including product specialists and credit departments, to deliver comprehensive client solutions.
Job Qualifications:** * Intermediate & Degree in Business Administration, Finance, Marketing, or a related field. * Proven track record of success in sales, relationship management, or a client-facing role, preferably within the financial services industry. * Excellent communication, interpersonal, and negotiation skills.
- Strong understanding of financial products and services. * Ability to build rapport and trust with clients quickly. * Goal-oriented with a strong drive to achieve targets. * Proficiency in using CRM software and other relevant business tools. * Demonstrated ability to work independently and as part of a team. Intermediate (10+2)