Head of Business Relations at Firmus Advisory

Description 

• Review of Firmus Account Transactions on BankOne i.e., for Return cheques/Customers’ Transactions & Follow up on documentation.
• Monitor, update and follow up on all Firmus Liability generation.
• Phone Calls to Customers & Prospects to understand & plan for the day’s sales
• Review the Firmus’ relationship with the customers and the customers’ business operations for the past month basically to ensure customer retention and give feedbacks.
• Escalate any issue that may arise in the relationship between customers and Firmus to the Firmus CEO and ensure that you have a winning mindset by taking advantage of any opportunities that could arise.
• Understand the customers’ programme for the present month.
• Maintain a Fixed Deposit Maturity Schedule and confirm customer’s mandate
• for rollover or otherwise at least two weeks to maturity date.
• Documentation of Credit Files: Account Officers are expected to review their
• customers’ files to ensure that:
  • They are properly compartmentalized, and documents are filled in the relevant compartments.
  • Copies of every letter/approval are properly filled.
  • A history of the relationship is easily obtained by any person that goes through the file

Meet all Agreed Targets:

• Liability Generation
• Asset Creation
• Retail Deposits
• Number of Accounts
• Number of Cards
• Volume per card
• Reactivation Of dormant accounts
• Other e-channel platforms
• Ensure all reports are done/ submitted on a daily, weekly, monthly, and quarterly basis.

Requirements

• Interested candidates should possess a Bachelor's Degree in relevant fields with 0 - 2 years work experience.