Banking Consultant

We are seeking a proficient and knowledgeable Banking Consultant to join our team. The ideal candidate will provide expert guidance and support to clients in selecting appropriate banking products and services tailored to their financial needs.

Responsibilities:

• Opening of SME Accounts keeping in mind all the standards set by the Central Bank.
• Building new Business Relationships with various banks in terms of Company Listings, SME/Corporate account opening with liability deposits.
• Build and maintain strong and long-lasting customer relationships and identify business development opportunities.
• Prospected for new business through networking, community outreach and customer referral generation.
• Arrange business meetings with clients when required.
• Maintain high ratio of monthly bank account opening and achieve monthly assigned targets.
• Prepare reports as requested and/or required by Line Manager.

Requirements:

• Bachelor’s degree in banking or finance or sales or related field
• Minimum of 2+ years of experience working in a similar capacity, whether with a bank or a corporate service advisor.
• Strong sales, negotiation, and organizational skills with demonstrated history of converting leads.
• Strong fluency in verbal and written English.
• Good sales planning & relationship building skills.
• Highly structed and detail oriented.

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