Accept and schedule meeting with leads generated from assigned bank branch (Partner bank branch) lead generators as well as warm leads provided by the bank or bank employees from the database as well as generate own leads. Make appointments, explore the customer s financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company s product range gain customer agreement to purchase, accurately complete sales documentation.
Incumbent will be mainly responsible for sourcing and identifying new relationship for the bank.
Understanding of working capital products
Ensure high degree of customer service/satisfaction/trust.
Manage field investigations, development and formulation of appraisal notes and scrutinizing the legal dimensions of the proposals.
Identifying and developing channel partners for achieving business volumes consistently and profitably.

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Relationship Officer