Job Description
New and Existing Customer Relationships
- Identifies customer needs by visiting clients in order to ascertain how the banks products and services can meet their financial requirements
- Requests for financial information and other supporting documentation from the client in respect of finance transactions
- Receives documents from clients and discusses the application and customer requirements with the Corporate Credit Analyst in order for the application process to ensue
- Addresses queries raised by the Executive Credit Committee in respect of the finance deal in order for it to be approved
- Proactive client management, effective communication, client visits and minimal client complaints.
Establish a cross sell from an advances client to either BB, FX, Wealth or Deposit at minimum 1 per consultant per month
Reports/ Management of Qualitative It...