About the job
Acquire new to bank and new to product leads
Retain existing clients through focused relationship management activities
Provide advice on potential financial solutions based on identified needs
Resolve client queries
Analyze financial requirements of customer and match with banks products offerings
Develop opportunities to increase the sales production.
Prepare, and review all required reports and KYC forms to ensure that all transactions are adhered to the banks policies and procedures.
Coach and assist the relationship officers to enhance productivity and achieve the set targets
