RELATIONSHIP OFFICER

Purpose of the Job:

1. Identify possible sales opportunities and generate new business for Letshego.
2. Develop and maintain professional understanding of customer base to assist Company deepening current relationships

Key Accountabilities: 

1. Perform as key contact for selected customer relationships under Letshego guidance.
2. Initiate apt activities to ensure on time and scheduled response to customers.
3. Ensure to alert Company with respect to any delays along with potential issues.
4. Support to open and link new accounts on One Source.
5. Review independently all documents and link entire customer accounts to suitable relationship.
6. Provide securities details, quotes to customers.
7. Ensure to alert Customer of prospective sales opportunities surface from discussions with clients.
8. Conduct evaluation of customer’s accounts.
9. Collect mandatory information to analyse customer situation.
10. Develop and oversee relationships with clients performing alongside
11. Relationship Manager to ensure top level service provided to clients.
12. Perform as key contact point for portfolio of clients dealing with routine matters throughout range of services and products.
13. Address and resolve all queries, and escalate to the senior relationship Officer those outside the mandate officer.

Knowledge and Experience Required of Job Holder:

1. A Diploma/Degree in any business , must have COP
2. At least 2+ years working experience in a financial Institution
3. Good negotiation skills
4. Demonstrated integrity and ethical standards
5. Technical expertise and knowledge of financial products
6. Effective listening, communication (verbal and written), and negotiating skills

Additional Information:

Job holder should be a person of high integrity, good moral standing in the office and outside.

Arising from the above, job holder  should be a good reference to all staff by coming to office on time and not absconding from duty.

Interested employees should forward their applications accompanied by Curriculum Vitae to the provided email address with the name of the position as the subject