Relationship Officer at Ideon Limited

We are seeking detail-oriented and organized Relationship Officers who will be responsible for building and maintaining strong client relationships, understanding their needs, and ensuring their financial satisfaction, ultimately driving business growth and retention.

Duties & Responsibilities

• Client Relationship Management: Develop and nurture relationships with clients or customers to enhance loyalty and satisfaction.
• Client Acquisition: Identify and attract new clients through targeted outreach, networking, and relationship-building activities.
• Needs Assessment: Understand the financial or service needs of clients through effective communication and needs analysis.
• Product Knowledge: Stay informed about the organization's products or services, providing clients with accurate information and guidance.
• Sales Support: Collaborate with the sales team to identify opportunities for upselling or cross-selling based on client needs.
• Customer Education: Educate clients on various products or services, ensuring they have a clear understanding of features, benefits, and terms.
• Problem Resolution: Address and resolve client concerns or issues promptly, maintaining a positive client experience.
• Feedback Collection: Gather feedback from clients to identify areas for improvement and relay valuable insights to the relevant departments.
• Sales Targets: Work towards achieving individual and team sales targets, contributing to the overall growth of the organization.
• Market Research: Stay informed about industry trends, competitor offerings, and market conditions to provide relevant insights.
• Documentation: Maintain accurate records of client interactions, transactions, and feedback in the CRM system.
• Cross-Functional Collaboration: Collaborate with other departments, such as marketing, operations, and finance, to ensure seamless client experiences.
• Networking: Attend industry events, conferences, and networking opportunities to expand professional connections and attract potential clients.
• Compliance: Ensure all activities adhere to relevant regulations, policies, and ethical standards.
• Communication Skills: Possess strong verbal and written communication skills to convey complex information clearly and persuasively.
• Analytical Skills: Analyze client data and market trends to identify opportunities for business growth and improvemen

Skills & Experience

• Education- BSc/BA in Business Administration or relevant field.
• Certification in relevant field.
• 3 years’ experience working as a Relationship Officer.
• Experience in working in different Department.
• Demonstrable competency in strategic planning and business development
• Experience in fundraising
• Working knowledge of data analysis and performance/operation metrics
• Working knowledge of IT/Business infrastructure and MS Office
• Outstanding organizational and leadership abilities
• Excellent interpersonal and public speaking skills
• Aptitude in decision-making and problem-solving