Edenbridge Capital
We Listen, We DeliverA Relationship Officer is tasked with the following duties/ responsibilities:
- Client Relationship Management: Develop and nurture relationships with clients or customers to enhance loyalty and satisfaction.
- Client Acquisition: Identify and attract new clients through targeted outreach, networking, and relationship-building activities.
- Needs Assessment: Understand the financial or service needs of clients through effective communication and needs analysis.
- Product Knowledge: Stay informed about the organization’s products or services, providing clients with accurate information and guidance.
- Sales Support: Collaborate with the sales team to identify opportunities for upselling or cross-selling based on client needs.
- Customer Education: Educate clients on various products or services, ensuring they have a clear understanding of features, benefits, and terms.
- Problem Resolution: Address and resolve client concerns or issues promptly, maintaining a positive client experience.
- Feedback Collection: Gather feedback from clients to identify areas for improvement and relay valuable insights to the relevant departments.
- Sales Targets: Work towards achieving individual and team sales targets, contributing to the overall growth of the organization.
- Market Research: Stay informed about industry trends, competitor offerings, and market conditions to provide relevant insights.
- Documentation: Maintain accurate records of client interactions, transactions, and feedback in the CRM system.
- Cross-Functional Collaboration: Collaborate with other departments, such as marketing, operations, and finance, to ensure seamless client experiences.
- Networking: Attend industry events, conferences, and networking opportunities to expand professional connections and attract potential clients.
- Compliance: Ensure all activities adhere to relevant regulations, policies, and ethical standards.
- Communication Skills: Possess strong verbal and written communication skills to convey complex information clearly and persuasively.
- Analytical Skills: Analyze client data and market trends to identify opportunities for business growth and improvement.
Key Performance Indicators | ||
Perspective | Output | |
Revenue:
1. Disbursements 2. Collections 3.New customers 4.Cost management |
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Execution:
1. TAT Compliance with policies and procedures Marketing |
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Stakeholder Management:
1. Customer retention 2. Customer training 3. Cross- selling Partnership |
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Strategic Leadership;
1. Team Collaboration 2.Brand loyalty (internal)
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To apply for this job email your details to hr@edenbridgecapital.co.ke