Roles/Duties & Responsibilities
Identify, develop, and maintain relationships with new and existing clients to grow the bank's customer base.
Promote and cross-sell the bank's products and services, including loans, deposits, and investment solutions.
Conduct market research to identify emerging trends, new opportunities, and competitive positioning
Prepare and deliver business proposals, presentations, and pitches to potential clients.
Evaluate clients' financial needs and provide appropriate banking solutions.
Meet or exceed set business growth and revenue targets.
Maintain high levels of customer satisfaction through proactive service and effective follow-up.
Monitor and manage client accounts to ensure compliance with bank policies and regulatory requirements.
Collaborate with internal departments (Credit, Operations, Risk, etc.) to ensure seamless client onboarding and service delivery.
Track, analyze, and report on sales performance, pipeline activities, and market developments.
Collaborate with internal departments (Credit, Operations, Risk, etc.) to ensure seamless client onboarding and service delivery.
Continuously improve knowledge of financial products, market dynamics, and industry best practices.
Skills & Qualifications
Bachelor's Degree in Business, Finance, Marketing, Economics, or a related field
2 - 4 years' experience in business development, relationship management, or sales within the banking or financial sector
Proven track record of meeting or exceeding business targets
Knowledge of banking regulations, compliance, and risk management principles
Understanding of banking products, lending, and financial solutions
Strong understanding of SME, retail, or corporate banking markets
Customer service excellence and problem-solving orientation
Team collaboration and coordination skills
Ability to work independently and meet sales targets
Proficiency in MS Office Suite and CRM software
Strong problem-solving and evaluation skills
Strategic thinking and market analysis capability
Proven sales and negotiation skills
Strong business development and client relationship management skills