Roles & Responsibilities

• Develop and maintain strong relationships with new and existing clients.
• Generate leads and acquire new customers for banking and financial products.
• Understand clients’ financial requirements and recommend suitable solutions.
• Handle products such as business loans, working capital, mortgages, and other banking facilities.
• Coordinate with banks and financial institutions for application processing and approvals.
• Collect and verify required client documents.
• Follow up with clients and banks until successful disbursement/closure.
• Achieve assigned monthly and quarterly sales targets.
• Maintain an updated sales pipeline and provide regular management reports.
• Ensure compliance with company policies, KYC, AML, and applicable banking requirements.
• Identify cross-selling and referral opportunities.
• Maintain high standards of customer service and resolve client concerns promptly.