
Asset Sales Relationship Specialist
2 days ago
In this pivotal role, the successful candidate will be responsible for cultivating meaningful relationships with customers. This position demands an individual who can understand the unique financial needs and goals of clients, providing personalized assistance and guidance.
- By establishing a strong rapport with customers, you will provide tailored support to meet their evolving financial requirements.
The ideal candidate will be skilled in implementing sales/service plans to achieve growth objectives by agreeing micro-level delivery plans with branch managers.
- Sell products by building lasting customer connections according to defined SOPs.
- Achieve sales targets through genuine sales practices, avoiding loaning methods.
- Ensure business profitability by selling loans and enhancing customer numbers.
- Market company products and develop strategies for their promotion.
- Persuasion and negotiation skills are essential.
- Identify business opportunities by prospecting and evaluating industry positions.
- Evaluate customers' profiles using credit criteria.
- Disseminate product terms and conditions.
- Ensure timely loan repayments through client communication and 100% collection rates.
- Handle customers' legal documents carefully to avoid misuse.
- Guide customers to deposit loan repayments at cash counters only.
- Prevent cash handling while performing RO functions.
- Prepare weekly field activity planners and mark deviations in consultation with line managers.
- Conduct monthly/quarterly customer meetings as per defined product programs.
- Book loans in compliance with bank policies, procedures, ethics, and standards.
- Review and improve product knowledge through personal/client feedback.
- Conduct market assessments to identify selling possibilities and new markets.
- Meet internal service standards and prevent service-related complaints.
- Develop long-lasting customer relationships.
- Report cases of potential fraud or loss to line managers.
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