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Credit Direct Limited
Financial Services
Description
Requirements
- Bachelor’s degree in Business Administration, Marketing, Finance, or a related field.
- Relevant professional certifications or Master’s degree is an added advantage.
- Minimum of 5-7 years in sales management, preferably in personal loans or financial services, with a focus on high-net-worth clients.
- Proven track record of achieving sales targets and managing client relationships.
- High proficiency in sales techniques and customer relationship management.
Responsibilities
Client Relationship Management:
- Build and maintain strong relationships with high-net-worth clients to drive loyalty and repeat business.
- Conduct regular meetings with HNI clients to understand their financial needs and provide tailored loan solutions.
- Address and resolve client issues and concerns promptly to ensure high levels of satisfaction.
Sales and Business Development:
- Develop and implement strategies to achieve personal loan sales targets for HNI clients.
- Identify and pursue new business opportunities within the HNI segment.
- Collaborate with the sales and marketing teams to create targeted campaigns and initiatives.
Portfolio Management Assistance :
- Oversee the HNI loan portfolio, ensuring quality and profitability.
- Monitor and manage the performance of the HNI loan portfolio, including risk assessment and mitigation.
- Ensure compliance with internal policies and regulatory requirements.
Team Management:
- Lead and manage the HNI sales team, providing guidance and support to achieve business objectives.
- Conduct regular performance evaluations and provide constructive feedback to team members.
- Foster a culture of excellence, collaboration, and continuous improvement within the team.
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