Accomplished professional with a strong foundation in problem-solving, critical thinking, and Compliance Management. Demonstrates expertise in planning and organising, policy development, and payroll processing. Known for integrity, leadership, and motivation skills, with a proven track record in conflict resolution and risk management. Adept at adapting to new challenges while maintaining a focus on time management and decision making. Committed to leveraging skills in a dynamic environment to drive organisational success.
Sales Officer, Relationship Officer – Personal loans
• Promoted and sold personal loan products to individual customers, achieving and exceeding monthly sales targets.
• Developed and maintained strong client relationships through effective communication and customer service.
• Conducted financial needs assessments to recommend suitable loan products based on customer profiles.
• Processed loan applications, ensuring accuracy, compliance, and adherence to bank policies and regulatory requirements.
• Coordinated with credit and operations teams to ensure smooth loan disbursement.
• Participated in sales campaigns, promotional activities, and field visits to generate leads.
• Maintained an active pipeline of prospective clients through referrals, cold calls, and networking.
• Ensured proper documentation, KYC checks, and risk assessment before loan approval.
• Provided after-sales support and resolved customer queries to enhance customer satisfaction and retention.
Sales & Service Officer – RBG Branch Banking
• Promoted personal loan products, exceeding monthly sales targets and fostering strong client relationships through effective communication.
• Conducted financial assessments to recommend appropriate loan products and processed applications in compliance with regulations.
• Coordinated with credit and operations teams for seamless loan disbursement and engaged in sales campaigns to generate new leads.
• Delivered after-sales support to enhance customer satisfaction and addressed queries effectively.
• Acted as the first point of contact for walk-in customers, providing personalized service and facilitating account openings.
• Identified opportunities for cross-selling retail banking products, meeting individual and branch sales targets.
• Assisted in routine transactions while ensuring accuracy and adherence to KYC/AML guidelines.
• Complied with regulatory requirements, safeguarding customer information and escalating potential fraud risks.
• Maintained records of sales performance and prepared regular reports for the Branch Manager.