Providing professional advice on financial products to customers.
Developing customer base and maintaining existing customer relationships
Conducting regular review and analysis on customers’ portfolios.
Delivering sales and revenue targets.
Acknowledging customers promptly and treating them in a courteous manner.
Finding out what information, products or services the customer requires to meet
their needs, providing clear, accurate and relevant information.
Maintaining strong working knowledge of client with the company.
Resolving customers’ queries within agreed authority.
Producing file notes after meetings and summarizing additional actions
required, including follow-up calls.
Contributing to the development of new products and services, based on customer feedback.
Sales activity planning, including reviewing existing customer files to identify sales opportunities and undertaking commercial negotiations
Maintaining cordial customer care services and relationship and management
Administering cash flow transactions, disbursement, fund recovery and the day to day running of the company.
Planning, organizing and supervising applicant’s requirements, loan interest, repayment modalities, duration and penalties.
Maintenance of office equipment, ensure discipline among staff and perform