Roles and Responsibilities Position Responsibilities
Sources new clients through active referrals from clients in existing portfolio and self-generated leads.
Easily establish relationship with customers and build a rapport.
Manage existing clients and deepen relationships to generate maximum revenue
Assessment of lending requirements
Critical Analysis of Financial Statements
Ensure KYC compliance
Understanding conduct of the account and monitor the credit record
Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.
Maintain highest order of honesty, transparency and integrity in all his / her actions
Adheres to all company policies, procedures and business ethics codes