Job Description

• Proactively identify and acquire new-to-bank clients through various channels, including referrals, networking, and direct outreach.
• Cultivate and maintain strong, long‑term relationships with existing clients by understanding their financial goals, risk appetite, and evolving needs.
• Conduct thorough financial needs analysis and develop tailored investment, insurance, and lending solutions to help clients achieve their objectives.
• Provide expert advice on a wide range of financial products and services, including deposits, loans, forex, and bancassurance.
• Monitor client portfolios regularly, review performance, and provide timely recommendations for adjustments based on market conditions and client circumstances.
• Collaborate with product specialists and other internal stakeholders to deliver holistic financial solutions.
• Ensure all client interactions and transactions comply with internal policies...