Job Description
Responsibilities
Savings and Deposit portfolio management:
- Prospect potential clients and follow up through regular contact with prospects.
- Manage the relationship with clients in the portfolio to ensure maximum client’s satisfaction and retention.
- Organize an efficient schedule that will allow regular meetings with clients and maximized performance.
- Identify clients’ needs in order to cross-sell effectively.
- Monitor the deposits of the clients under supervision.
- Grow the individual deposit portfolio in line with the targets set by the Management by offering quality service and selling products that fit the particular clients’ needs.
- Accordingly answer clients’ questions and complaints related to Advans LFMFB products and services.
- Participate in the promotion of Advans LFMFB products and services by informing prospects as well as clients.
- Propose new products/services to management.
Organization and control:
- Ensure compliance of all operations performed with Advans policies and procedures.
- Share information and best practices with other Deposit Officers.
- Report all the issues related to the job to the Branch Manager and Deposit Team Leader.
- Ensure all cash transactions are done according to Advans LFMFB policies and procedures.
- Respect AML/KYC policies by identifying all the clients and reporting any suspicious transaction.
Requirements
- Interested candidates should possess a Bachelor's Degree with 3 years of experience.