Identifying
and pursuing new business opportunities with potential clients.
Providing
financial advice and recommending appropriate banking products.
Maintaining
accurate and up-to-date client records and interactions.
Building and maintaining strong, long-lasting
customer relationships.
Reviewing the company debtor list.
Contacting customers
and informing them of their overdue debts and attempt to collect payment from
the debtors.
Maintaining
customer payment records.
Develop and maintain strong client relationships
Provide tailored financial advice based on client needs
Meet and exceed sales targets
Resolve client issues and inquiries promptly
Conduct regular client follow-ups and reviews
Identify and pursue new business opportunities
Collaborate with internal teams to enhance client service
Maintain up-to-date knowledge of financial products and services