- Managing the leads generated by referrals and call prospect to deliver a remarkable consultation
- experience.
- Building strong relationships with clients and recommending ideas in managing, expanding and
- growing the portfolio with adherence to compliance.
- Meet prospects to identify their needs and requirements. Provide them with advice on financial
- solutions to meet their financial / cash flow needs. Communicate with prospect to evaluate joint initiatives and proposals to see how they align with established roadmaps and business priorities.
- Process / Screen data / information on financing proposal with our credit friendly SMEs Credit
- Scoring, analysing market trend, examining risks and financial accuracy in recommending to credit risk for approval process.
- Updating the digital Customer Relationship Management (CRM) System as part of managing the relationship with prospects and clients as part of growing the SMEs / Corporate portfolio
Requirements:
- Possess at least a Diploma in Finance / Banking / Marketing / Accountancy or equivalent with minimum 5 years of working experience as an Assistant or Relationship Manager or simila positions in Financial Institution or similar government agency that promotes and lending to SMEs industry.
- Experience in contract financing, trade financing, invoice receivables financing and factoring will be an added advantage.
- Good skills in networking, financial analysis, sales, proactive, energetic, integrity and possess good business acumen.
- Good interpersonal and communication skills and able to interact with people at all levels.
- Open-minded and go-getter, determined to work and have staying power to see things through.
- Able to work independently with min supervision and Target Success Driven.
- Good sense of humour to add on more laughter to our lively working environment.