Financial Services Relationship Officer

1 week ago

Sahiwal, Punjab, Pakistan beBeeRelationship Full time 4,500,000 - 6,000,000
Job Description

Mobilink Microfinance Bank is seeking a highly skilled Relationship Officer Asset Sales to play a pivotal role in fostering meaningful connections between the bank and its customers. The successful candidate will be responsible for understanding the unique financial needs and goals of clients, providing personalized assistance and guidance, and delivering exceptional customer service.


Responsibilities:

  • Implement approved sales/service plans to achieve growth objectives of the bank by agreeing micro-level sales/service delivery plans with branch managers/relationship managers.
  • Sell products by establishing contact and developing relationships with customers as per defined SOPs of the bank.
  • Achieve targets/objectives of sales in assigned areas with best ethics and moral practices by following SOPs.
  • Ensure target achievement through genuine sales by avoiding family loaning, activist base lending, and adjustment lending.
  • Make business profitable through sales of loans and enhancement of the number of customers by following SOPs of the bank.
  • Market company products and make strategies in this regard.
  • Identify business opportunities by identifying prospects and evaluation of position of the industry.
  • Evaluate customer's profile by adopting the five C's of credit.
  • Disseminate terms and conditions of products offered by customers.
  • Ensure on-track performance by conducting physical verification of prospective clients.
  • Ensure proactive collection, perusal timely repayment of loans by communication with clients and ensuring hundred percent collections of loans by following SOPs of the bank.
  • Take extra care while handling customer legal documents to avoid any misuse.
  • Guide customers to deposit their loan repayments at cash counters only.
  • Avoid cash handling of any customers of the bank while performing RO functions; however, in case of collection from the field, proper strict compliance of collection manuals must be ensured.
  • Prepare weekly field activity planners and deviation marking in consultation with line managers.
  • Ensure monthly/quarterly meetings of customers as per defined product programs.
  • Conduct loan booking in strict compliance with bank policies, procedures, ethics, and standards.
  • Ensure continuous review of product and services-related knowledge and recommend areas of improvement through personal/client feedback.
  • Conduct market assessments/research to identify selling possibilities and new markets/areas and review existing markets/areas for final decisions in consultation with line managers.
  • Meet internal service standards and ensure no service-related complaints are received from customers by following bank fair treatment of customer policies.
  • Develop and sustain long-lasting relationships of the bank with customers.
  • Report cases with intent of fraud or prospective loss to the bank by internal or external customers in any form to his line manager/HOD.
  • Ensure compliance of bank products SOPs and SBPs rules and regulations to safeguard the reputation of the bank to avoid any financial, operational, and market losses by adopting internal control standards in true letter and spirit.

Required Skills and Qualifications

Qualification: Bachelor's degree from a reputable institution, MBA preferable. Experience: Preferably 0-1 years' experience in a related field.


Benefits

This is an opportunity for someone who is passionate about making a difference and playing a key role in driving transformative change.


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