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Altus Financial Services Limited
Job Profile: Relationship Manager – SME
Overview: A Relationship Manager for Small and Medium Enterprises (SME) is responsible for managing and nurturing relationships with SME clients. This role focuses on understanding the unique needs of small and medium-sized businesses, providing tailored financial solutions, and ensuring client satisfaction to drive business growth.
Key Responsibilities:
Client Relationship Management: Develop and maintain strong relationships with SME clients, acting as their primary point of contact for financial services.
Financial Advisory: Offer expert advice on financial products and services, such as loans, credit, investments, and insurance, to meet the specific needs of SME clients.
Sales and Business Development: Identify and pursue new business opportunities within the SME sector to expand the client base and increase revenue.
Portfolio Management: Monitor and manage the financial portfolios of SME clients, ensuring optimal performance and compliance with regulations.
Risk Assessment: Evaluate the creditworthiness and financial stability of SME clients, conducting thorough risk assessments to inform lending decisions.
Customer Service: Provide exceptional customer service, addressing client queries and concerns promptly and effectively.
Market Analysis: Stay informed about market trends, economic conditions, and regulatory changes affecting the SME sector to provide relevant and up-to-date advice to clients.
Qualifications:
- Bachelor’s degree in finance, Business Administration, or a related field.
- Proven experience in relationship management or financial advisory roles, preferably within the SME sector (Minimum Of 3 Years)
- Strong understanding of financial products, services, and market dynamics relevant to SMEs.
- Excellent communication, negotiation, and interpersonal skills.
- Analytical mindset with the ability to assess risk and make sound financial decisions.
- Customer-focused with a commitment to delivering high-quality service.
Skills:
- Financial analysis and risk assessment
- Sales and business development
- Customer relationship management
- Market research and analysis
- Effective communication and negotiation
- Problem-solving and decision-making
Method of Application
Email all their documents in a SINGLE PDF
Indicate the email subject as – APPLICATION FOR EMPLOYMENT AS RELATIONSHIP MANAGER – SME (LUSAKA)