Account Officer
4 weeks ago
Responsibilities
- Promote and sell teacher’s loan products to potential customers.
- Maintain and manage client accounts, ensuring timely follow-ups and accurate records.
- Provide expert guidance on loan product offerings, particularly tailored for teachers.
- Build and maintain relationships with clients to ensure repeat business and customer loyalty.
- Assess client needs and recommend appropriate loan products and services.
- Collaborate with internal teams to ensure seamless loan application and approval processes.
- Meet and exceed sales targets and KPIs.
- Stay updated with market trends, loan product offerings, and regulatory changes.
- Prepare and present reports on account activity, loan performance, and sales results.
- Graduate of any 4-year course (Business course preferred).
- At least 3 years of work experience in sales, preferably in the financial services or loans sector.
- Knowledgeable in teacher’s loan products or the ability to quickly learn the product offering.
- Strong communication and interpersonal skills.
- Proven ability to meet and exceed sales targets.
- Highly organized and detail-oriented.
- Ability to work independently and as part of a team.
- Proficient in Microsoft Office and CRM systems.
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