01Overview
Role & responsibilities
- Build and maintain robust, 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. .
