Relationship Officer-Financial Industry at Bridge Talent Management

Job Description

The Relationship Officer is responsible for promoting and driving the sale of Loans and other company’s services to existing and potential clients. Gaining new clients as well as maintaining existing ones, development of new loans prompts. The person also manages the loan repayment cycle and ensured adherence to policy and risk management

Key Responsibilities

Sales & Marketing

•  Selling all SBC products to potential and existing customers while meeting individual and business targets on a monthly basis.
• Identify sales prospects and follow up on new leads and referrals resulting from field activity.
• Verification of a file and counter checking to ensure that all supporting documentation attached are sufficient to process a loan.
• Preparing and participating in weekly marketing and activation plans for promotion of
• Company’s products and services.
• Create market awareness for the company’s product.
• Accurate and timely application to disbursement of loans to ensure adherence to TAT

CX & Relationship Management

• Establish and maintain effective working relationships with clients.
•  Enhancement of customer experience, ensuring all customer queries/complaints are conclusively resolved within the required times timeline.
• Follow up on updates of clients’ account statements, /status.

Repayments Management

• Daily repayment follows up via cheque banking, pay bill payments and any other mode of
• payment.
• Ensure debt collection and recovery procedures are followed to the latter in accordance with the company risk policies and procedures.
• Ensuring timely customer repayments updates on the shared tools
• Reporting
• Daily, weekly and monthly performance reporting
• Conduct/Compliance
• Maintaining high levels of personal etiquette and conduct as stipulated in the company policies.
• 100% integrity

Requirements

Key Qualifications & Experience

• Bachelors Degree in Accounting, Finance or Banking from a recognized institution
• At least 3 years working experience in a credit-related role in the financial industry
• Proficiency in ICT with strong MS Office and internet ability
• Ability to interact effectively with all levels of Management and Stakeholders from varied backgrounds
• Strong analytical and mathematical skills
• Communication and interpersonal skills
• Planning and organization skills
• Problem solving skills