Job Description

:

• Client Acquisition and Management:

• Identify and acquire new retail customers through sales, referrals, and partnerships.
• Build and maintain strong, long-term relationships with existing clients.
• Financial Guidance and Support:

• Understand clients' financial needs and provide tailored solutions and advice on products like loans, credit cards, and savings accounts.
• Assist with onboarding new clients to ensure a smooth introduction to services.
• Sales and Growth:

• Proactively promote suitable products and services through upselling and cross-selling.
• Collaborate with sales and marketing teams to identify and pursue new business opportunities.

• Customer Service and Issue Resolution:

• Serve as the primary point of contact for client inquiries and concerns.
• Address and resolve customer issues and complaints promptly and effectively.

• Performance and Strategy:

• Monitor client satisfaction through feedback and surveys, and implement improvements.
• Stay informed on market trends to develop strategies for client retention.
• Achieve sales targets and ensure portfolio quality.

Skills Required