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Job Responsibilities: - Proactively identify and acquire new clients within the region through various channels, including referrals, networking, and targeted outreach. - Manage and grow an existing portfolio of clients, ensuring their satisfaction and loyalty through regular communication and personalized service. - Conduct thorough financial needs assessments for clients, understanding their short-term and long-term objectives. - Present and explain a range of financial products and services, such as loans, investments, insurance, and other banking solutions, that align with client needs. - Achieve individual and team sales targets and contribute to the overall growth of the branch. - Resolve client inquiries and issues efficiently and effectively, escalating complex problems to the appropriate department when necessary. - Stay updated on market trends, competitor offerings, and regulatory changes to provide informed advice to clients. - Maintain accurate and up-to-date client records and adhere to all company policies and compliance procedures. - Collaborate with internal teams, including product specialists and credit departments, to deliver comprehensive client solutions. Job Qualifications - Intermediate & Degree in Business Administration, Finance, Marketing, or a related field. - Proven track record of success in sales, relationship management, or a client-facing role, preferably within the financial services industry. - Excellent communication, interpersonal, and negotiation skills. - Strong understanding of financial products and services. - Ability to build rapport and trust with clients quickly. - Goal-oriented with a solid drive to achieve targets. - Proficiency in using CRM software and other relevant business tools. - Demonstrated ability to work independently and as part of a team. Intermediate (10+2) .