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
Critical Analysis of Financial Statements
Ensure KYC compliance
Maintain highest order of honesty, transparency and integrity in all his / her actions
Adheres to all company policies, procedures and business ethics codes