Sales Specialist - Credit and Loan at OptiHuman Consulting Limited

Our client operates in the finance sector with a record of providing credit & loan, treasury, business advisory etc. to individuals and SMEs.

We hope to fill the position below with exceptional talent with a proven record of successfully delivering on performance goals and suitable for our clients business.

Responsibilities

• Grow the existing risk asset portfolio in line with the company’s strategy
• Identify, develop and anticipate relationship with customers within the individual and SME segments
• Manage existing client portfolios as well as develop new business opportunities from existing clients by deepening their portfolios
• Leverage on the company’s existing relationships by developing referral opportunities.
• Generate new leads to be converted to sales and ensure customer retention
• Coordinate client’s credit approval process, managing information flow between the organization and client and ensure that all credit follows the prescribed approval process.
• Ensure a complete, accurate and balanced assessment of risk in the credit approval presentation.
• Ensure clear communication between the company and the client is maintained and that internal approvals are consistent with client expectations
• Ensuring compliance with related policies especially credit policy
• Ensure that all documentations are complete and consistent with the internal approval and properly executed and filed.
• Ensure quality and timely service delivery within customers’ expectations
• Prepare call memos and progress reports on all clients.

Requirement

• 4+ years’ experience in as a Credit or Loan Sales Specialist within the financial services industry with a proven track record of exceeding targets
• Bachelor's degree in Business Management, Marketing, or related field
• Strong verbal and written communication skills
• Street-smart and experienced in deploying different initiatives to generate lead and retain clients
• Strong knowledge of business and sales growth techniques
• Exceptional project management skills
• Good knowledge of CRM and Microsoft packages
• Enthusiasm for the company and its growth potential