Key aspects of the role include:

• Implementing tools to identify new leads.
• Maintaining good relationships with existing customers.
• Increasing sales volumes/market shares in the target market
• Developing and managing the portfolio of the company.
• Portfolio Management: Offer new solutions, enroll clients for alternate channels and value-added services, based on the requirements of the client, to increase transaction volumes and grow the assigned portfolio.
• Establishing and maintaining a working rapport with customers by providing expertise in identifying their financial needs.
• Risk Management.
• Providing customers with accurate and timely information on products.
• Adhere to all relevant organizational and departmental policies, processes, standard operating procedures, and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders.