Roles and Responsibilities:
● Build and maintain solid, long-term relationships with existing and prospective clients.
● Identify client financial needs and provide tailored solutions, including business loans,
current accounts, 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 Qualifications 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.