Relationship Officers at Pishon and Brooks Advisory Services

JOB OBJECTIVES

• Manage growth customer relationships with mid-sized accounts, responsible for acquisition and portfolio management. Focus on customer acquisition and efficient portfolio management across a larger number of accounts with standardized service model.

KEY RESPONSIBILITIES

• Manage portfolio of growth accounts with semi-annual engagement and proactive communication
• Acquire new customers through direct prospecting, referrals, and partner channels
• Conduct semi-annual business reviews to maintain relationships and identify opportunities
• Position standard product offerings effectively to meet customer needs
• Coordinate end-to-end credit process from application to disbursement
• Work with customers to compile complete loan applications and documentation
• Monitor repayment patterns and facility utilization across portfolio
• Drive renewals targeting high retention rates
• Develop referral partner relationships for lead generation
• Achieve individual portfolio growth and customer acquisition targets

QUALIFICATIONS & EXPERIENCE

• Bachelor’s degree in Business, Marketing, Finance, or related field
• Minimum 4-6 years of relationship management or business development experience
• Experience in SME lending, trade finance, or financial services sales
• Network within target customer communities is advantage

SKILLS & COMPETENCIES

• Sales and business development capabilities
• Relationship management skills
• Product knowledge and solution positioning
• Communication and presentation skills
• Organizational skills for managing multiple accounts