Relationship Manager at Westfield Consulting

RESPONSIBILITIES:

• Solicit/develop and maintain profitable long-term account relationship with customers
• Ensure prompt repayment on outstanding and due obligations.
• Attend trainings, meetings and sales team performance review sessions for the department on a weekly and monthly basis.
• Prompt processing of loan facilities.
• Effective collection of all Past Due Obligations (PDOs).
• Prompt processing of liquidation of facilities and rollovers.
• Effective Relationship Management
• Monthly achievement of P & L budgets
• Monthly achievement of Balance sheet
• Solicit/develop and maintain profitable long-term account relationship with customers.
• Implement plans for growing client base.
• Identify new business opportunities and high value relationships for conversion to the Organization’s customer base.
• Manage and deepen relationships with existing and prospective customers.
• Appraise risk assets and monitor their disbursement.
• Ensure efficient service and maintenance of relationship with customers.
• Ensure loan loss is in line with recommendations to Risk & Recovery
• Ensure Departmental operating cost is within approved budget.
• Maintain strong interdepartmental relationships with relevant units and follow up on transaction processing to ensure customer instructions are attended to promptly and efficiently.
• Maintain adequate records of all transactions in the unit
• Follow through on set targets set for generating risk assets thereby creating revenues for the organization

REQUIREMENTS:

• BA in marketing or related filed
• 3-5years of sales experience in an audit/financial industry
• Excellent customer service and sales skills.
• Strong verbal and written communicator.
• Excellent phone and presentation skills.
• Proficiency in Microsoft Office, CRM, and sales software programs.
• Good negotiation and problem-solving skills.
• Proven experience in a customer facing role – preferably sales aligned
• Friendly and outgoing personality
• Self-starter who can work with little supervision
• Goal-oriented with the ability to track and achieve KPIs