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Seniority (Banking, microfinance, insurance)
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HF Group
Banking + 2 more
Description
Key Competencies and Skills
- Selling skills
- Analytical skill
- Negotiation skills
- Supervisory skills
- IT Skills
- Report writing
- Communication skills
- Product knowledge.
- Team Work
- Good listener
- Excellent customer experience skills
Minimum Qualifications, Knowledge and Experience
- A Business-related degree.
- 3 years in Banking Industry
Responsibilities
- Cross-selling of HFC Bank’s products by establishing new relationships in order to grow both the assets and liabilities book.
- Portfolio management – closely manage the top 50 customers with a portfolio not exceeding 350 customers.
- Deputize the BBM and RM when they are not there to drive the Bank’s strategy and execute the objectives.
- Manage the high-net-worth customers of the Bank.
- Deposit mobilization, asset growth, manage revenue drivers, and grow the PPC.
- Maintaining customer relations by regular contact to ensure customer satisfaction and business continuity.
- To review account opening forms and loan applications by scrutinizing the documents to ensure they are KYC compliant.
- To check data entry by verifying the data captured against source documents to ensure accuracy in data capture.
- To analyze mortgage loan applications by interviewing the customers.
- To identify customers’ borrowing needs by interviewing so as to ensure selling of the right mortgage product.
- To safeguard Bank assets by being a dual custodian to minimize frauds and losses.
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