Partnership officer
2 weeks ago
The ideal candidate will drive product sales and ensure growth in volume and value of accounts in line with set targets.
Responsibilities:
- Serve as client's advocate and trusted advisor on financial matters.
- Handle all client enquiries effectively and resolve complaints appropriately.
- Build relationships with customers and organizations.
- Build good relationship with business heads to drive products sales and acquisition within identified markets.
- Build, strengthen, and leverage internal networks, alliance partnerships and relationships.
- Sell, Crosssell and Upsell the Bank's products for optimum buildup of revenue.
- Implement marketing strategies / programs laid out by the Bank to boost profit.
- Listen to customer requirements and present appropriate solutions to make a sale.
- Achieve set deposit targets / Contributions by acquiring business / investment deals from Individuals and Corporate entities.
- Source clients for both savings, Current and fixed deposit accounts in line with set target.
- Create quality risk assets to meet set targets.
- Package customers' credit requests in line with credit policies & procedures of the bank
- Monitor and ensure customers' compliance with credit agreements.
- Manage client expectations regarding what can and cannot be done by the Bank.
- Ensure proper know your customer (KYC) requirements are conducted on customers.
- Draw up work schedules for identifying and marketing prospective customers.
- Maintain good public relations with current and prospective customers.
- Plan and report on Marketing calls for the unit.
- Monitor the unit's performance against monthly/quarterly/annual plans.
- Deliver highquality client service and customer retention approach to manage client relationships and enhance product sales.
- Achieve agreed individual performance targets for deposit growth, income generation, product sales and new client growth targets.
Qualifications/Requirements:
- Degree in Finance, Accounting, Economics, or related discipline
- A relevant professional certification would be an added advantage.
- A minimum 4 years' banking experience in sales and credit
- Good knowledge of Basic Accounting and Financial Analysis, Business Law, Business/Financial Advisory services, Banking Operations, Leasing, Trade Services, Laws, and regulations relating to Banking.
- Credit Risk Assessment and Analysis skills, relationship management and networking skills, excellent business writing and presentation skills.
- Good understanding of economic trends and implications on the banking/finance sector.
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