
Client Relationship Specialist
1 day ago
We are seeking a skilled Relationship Manager to build strong client relationships and deliver personalized financial solutions. In this key role, you will be responsible for understanding clients' financial needs and providing exceptional customer service.
Key Responsibilities:
Routine Tasks:
- Conduct daily meetings with clients to update them on their portfolios and lead conversion progress.
- Collect and verify clients' Know Your Customer (KYC) documents and other necessary information.
- Collaborate with internal teams, including Credit, Legal, and Technical departments, to complete formalities.
- Prepare files for sanction and ensure all requirements are met.
Critical Tasks:
- Coordinate with Business Solution Managers (BSMs) to source relevant files.
- E nsure 100% compliance with company policies, procedures, and guidelines, as well as relevant legislation and governance requirements.
- Maintain strong relationships with Connectors, builders, and customers.
- Develop and execute marketing strategies to generate leads.
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