- Client Relationship Management: Build and maintain long-term relationships with clients, understand their financial needs and provide tailored financing solutions.
- Business Development: Identify new business opportunities through effective networking and market analysis to expand client base and increase profitability of the portfolio.
- Financial Advisory Services: Offer expert advice on our various products and services like loans, deposits and investments based on client needs. Structure appropriate products that meet the clients requirements.
- Client Retention: Implement strategies to retain high-value clients, including regular reviews of client satisfaction and prompt resolution of their concerns.
- Cross-Selling Products: Introduce clients to additional financial products and services, enhancing our wallet share and increasing our revenue streams.
- Risk Management: Assess and analyze client business models, financial risks related to client business and case memos for loan sanctions.
- Portfolio Management: Continuous monitoring of client business,
financial position and early warning signals to manage risk of failure.
- Reporting: Maintain detailed records of client interactions and transactions, report to management on client activity and new opportunities.
Preferred candidate profile:
- Educational Background: Masters degree in finance, marketing, business administration, or a related field.
- Interpersonal Skills: Strong communication and interpersonal skills to effectively interact with clients and build solid relationships.
- Analytical Abilities: Ability to develop strong analytical skills to evaluate clients' financial statements, business model and recommend appropriate lending solutions.
- Salesmanship: Ability to develop robust sales skills, negotiation skills and persuade clients while maintaining ethical practices.
- Problem-Solving: Effective problem-solving skills to address client issues and find satisfactory resolutions.