Retail Relationship Officer at Greenbond Finance Company Limited

Responsibilities

• Promote and sell various financial products / services (loans, borrowings) to meet sales targets.
• Identify opportunities for cross-selling or upselling financial products to existing customers.
• Build and maintain strong relationships with retail clients, understanding their financial needs and goals.
• Achieve sales targets assigned and contribute to the overall achievement of the team.
• Prospects for new customers through existing leads, referrals, cold calling etc. and maximizing lead generation.
• Act as a point of escalation for clients and the client service teams, ensuring the best-in-class service is constantly being delivered.
• Ensures timely follow through and healthy closure rate of leads.
• Remain current in knowledge of the current regulatory regimes affecting the client base, and aware of forthcoming amendments/new regulation.
• Develop an extensive internal and external network.
• Assist in the management of the opportunities pipeline.
• Identify market trends, industry opportunities, and competitive threats to formulate effective business development strategies.
• Maintaining and enhancing personal knowledge of company’s products and services the laws, regulations and internal policies and procedures appropriate to the position

Qualifications

• Bachelor's Degree in Business Administration, Finance, Marketing, or related field preferred.
• Minimum of 1 year of progressive experience in retail sales, preferably in the financial services industry.
• Proven ability to achieve and exceed sales targets.
• Experience working in Marketing, Sales, or Business Development related roles.
• Proficiency in CRM software, sales analytics tools, and MS Office suite.
• Strong presentation, organizational, prioritization, time, and task management skills Excellent communication, negotiation, interpersonal, problem-solving & multi-tasking skills.