Description
Position Summary:
We are seeking a professional to manage client engagement, identify business opportunities, and promote financial products with comprehensive advisory support.
Key Highlights:
1. Strategic management of client engagement and business opportunities.
2. Promotion and marketing of financial products.
3. Comprehensive advisory services and high-quality customer service.
**Main Responsibilities**
* Manage onboarding of new clients in accordance with the organization’s commercial policies.
* Identify business opportunities within the existing client base.
* Promote and market financial products, including both deposit and lending products.
* Achieve assigned commercial targets.
* Provide comprehensive advisory services to clients, ensuring high-quality service delivery.
* Comply with organizational policies related to anti-money laundering (AML) and counter-terrorism financing (CTF).
* Register and update client information in designated systems.
**Requirements**
**Academic Qualification:**
Technologist degree in Business Administration, Finance-related fields, or equivalent disciplines.
**Experience:**
Minimum one (1) year of experience in commercial areas within the financial sector or related fields.
**Knowledge:**
* Basic proficiency in office productivity tools.
* Customer service knowledge.
* Knowledge of anti-money laundering (desirable).
**Required Competencies**
* Results orientation.
* Commercial and negotiation skills.
* Effective communication.
* Service orientation.
* Teamwork and adaptability.
City: Coffee Region.
Work Modality: 100% in-person
Job Type: Full-time, Indefinite-term
Work Location: On-site employment
Work Location: On-site employment