Relationship Officer

The Relationship Officer will be at the forefront proactively nurturing and enhancing existing business relationships. The role is pivotal in client retention through effective communication, identification of upselling opportunities, and diligent risk management.

Key Responsibility Areas

1.Client Relationship Management

2.Client Acquisition

3.Risk Management

Job Duties and Responsibilities

Build and nurture strong, long-lasting relationships with agents and customers.

Understand agents' needs, objectives, and challenges to tailor solutions and services accordingly.

Identify and target new business opportunities through market research, networking and lead generation.

Maintain regular communication with agents to provide updates, gather feedback, and address concerns.

Serve as the primary point of contact for assigned agents, also ensure the proper setup and management of agent accounts.

Provide exceptional services to agent inquiries and requests, promptly and professionally.

Have a thorough understanding of onboarding agent files and train them to provide designated services.

Responsible for managing daily credit limits by referring to the reports shared by the credit team and updating agent limits as per the available data.

Identify opportunities for cross-selling or upselling additional products or services to maximize revenue.

Relay agent feedback and requirements to the relevant departments for action and maintain accurate records of agent interactions.

Analyse data to identify trends and insights for informed decision-making.

Develop and implement effective sales strategies to meet and exceed sales targets, consistently delivering on set quotas.

Monitor and track progress toward sales goals and take proactive measures to ensure targets are met or exceeded.

Required Technical and Professional Expertise

Develop and implement sales strategies.

Achieve sales and revenue targets.

Lead Generation Expertise

Lead conversation and successful closing

Convincing skills/International Tele marketing skills

A deep understanding of financial products and services

Strong sales and negotiation abilities

Strong analytical and problem-solving skills

Agent Interaction / Relationship

An enthusiastic and ambitious team player with an eye for detail and commitment

Good organization, planning, and teamwork skills

Excellent English-speaking skills

If you're the one; Drop your portfolio & let's connect!