
Client Servicing Manager / Relationship Manager (SME)
Salary undisclosed
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- Manage existing client relationships to achieve monthly loan disbursement targets.
- Utilize the firm's client engagement technology tools to ensure completion and tracking of calls to existing clients.
- Grow overall portfolio size by up-selling and cross-selling across firms' products & services.
- Identify existing client opportunities to promote loan disbursements, conduct meetings, prepare proposals, negotiate, and manage existing clients account and loan level contracts.
- Build and grow positive and long-lasting relationships within existing clients' organizations
- Proactively track activity and engagement level of existing clients
- Degree in Accountancy / Finance / Business Administration is preferred
- Knowledge in lending products such as Corporate Loans
- 2 - 4 years of experience in SME lending / Business Banking is preferred
- Previous experience in a client servicing role is preferred
- Naturally strong customer focused with the ability to think out of the box for a solution-orientated approach to solve the client's needs
- Proven track record of exceeding sales targets
- Driven and pro-active team player with a positive attitude
- Comfortable working in a fast-paced and dynamic start-up environment
- Manage existing client relationships to achieve monthly loan disbursement targets.
- Utilize the firm's client engagement technology tools to ensure completion and tracking of calls to existing clients.
- Grow overall portfolio size by up-selling and cross-selling across firms' products & services.
- Identify existing client opportunities to promote loan disbursements, conduct meetings, prepare proposals, negotiate, and manage existing clients account and loan level contracts.
- Build and grow positive and long-lasting relationships within existing clients' organizations
- Proactively track activity and engagement level of existing clients
- Degree in Accountancy / Finance / Business Administration is preferred
- Knowledge in lending products such as Corporate Loans
- 2 - 4 years of experience in SME lending / Business Banking is preferred
- Previous experience in a client servicing role is preferred
- Naturally strong customer focused with the ability to think out of the box for a solution-orientated approach to solve the client's needs
- Proven track record of exceeding sales targets
- Driven and pro-active team player with a positive attitude
- Comfortable working in a fast-paced and dynamic start-up environment