The RELATIONSHIP OFFICER (ALTUS CAPITAL) will be responsible for selling and marketing various Investment products and services across the country. The Relationship Officer will also assist senior management in developing reasonable sales goals, oversee the activities of sales agents, and collaborate with marketing teams to increase brand presence.
Duties and Responsibilities:
Sell and Cross-sell the Company product and services whilst building long term profitable customer relations.
Provide weekly call reports through the team leader.
Prepare and share target sales plan through the team leader.
Sell and up-sell all products allocated to them and avoid any possible miss-selling.
Continually seek new opportunities to market services and bring in new customers by thoroughly understanding the marketing and economic environment.
Deliver agreed customer and product sales and profitability targets.
Create and monitor customer sales programs.
Responsible for keeping self and supervisors up to date on competitor and market development.
Provide feedback for product and service changes, amendments and developments.
Deliver appropriate product solutions and services to customers in order to deliver at least 75 % of targets.
Develop strong internal relationships to support the successful servicing of customers and the delivery of sales targets.
Build a strong local profile for self and Company through positive involvement in community activities.
Escalate customer complaints and resolution process in the portfolio.
Advise/ update customers on all tariffs, policies, procedures and any other changes to products or accounts.
Ensure all KYC documentation is completed.
Education & Experience
Minimum Qualification of bachelor’s degree in banking and finance / Business Administration, Marketing, Accounting or related field.
Presentable, mature with good communication skills (both orally and written)
Should be sales aggressive, effective communicator, team player, sociable, versatile, resourceful, hardworking and should exhibit initiative
Sales experience in the financial / insurance industry is an added advantage
Good presentation, Numeric and analytical skills
Ability to use Basic Microsoft Applications / Mobile Application desirable
Be able to demonstrate a keen ability to inter-relate with people of diverse backgrounds and should be able to communicate at all levels with a great service-orientated disposition.
Should you closely fit the above requirements and are interested in this position, kindly send your CV and cover letter to info@altuszm.com by with reference ‘’ APPLICATION FOR THE POSITION OF RELATIONSHIP OFFICER – ALTUS CAPITAL LIMITED’’ / before 30th November 2022 clearly stating in the e-mail subject line the POSITION you are applying for.
