Client Relationship Officer - Finance
Job Description
Title: Client Relationship Officer - Finance
Company Name: Ezy Hub Limited
Vacancy: Not specific
Job Location: Dhaka
Employment Status: Full-time
Educational Requirements:
∎ Bachelor of Business Administration (BBA) in Accounting Finance, Master of Business Administration (MBA) in Finance
∎ North South University,American International University Bangladesh students will get preference
Experience Requirements:
∎ At least 1 year(s)
Job Responsibilities:
∎ PLEASE NOTE: AS WE DEAL WITH FOREIGNERS SO "ENGLISH COMMUNICATION SKILL IS A MUST" DO NOT APPY IF YOU ARE NOT CONFIDENT ENOUGH TO DEAL WITH FOREIGN CLIENTS.
∎ Complete client data into the CRM system.
∎ Analysis of client's data and finding a lender solution.
∎ Preparing and submitting loan applications so that the loan file meets loan policy guidelines while monitoring and actively managing the loan submission.
∎ Liaising with both clients and panel lenders during the loan application process.
∎ Adhering to our high level of compliance standards as set by our office and the finance industry.
∎ Manage clients and guide them to success - manage diaries.
∎ Supporting other team members in their roles during busy times.
∎ A positive attitude with an absolute customer-centric approach.
∎ Good knowledge of Math's.
∎ Exceptional time management skills and the ability to work both autonomously and as part of a team.
∎ Must be prepared to work towards Industry qualifications that become integral to the job role.
∎ Good quality computer skills are a must.
Additional Requirements:
∎ Age 20 to 35 years
∎ Both males and females are allowed to apply
Salary:
∎ Tk. 15000 - 30000 (Monthly)
∎ Salary negotiable based on experience
Working hours: Sunday to Thursday 08.00 am - 05.00 pm (With 1-hour lunch break)
Friday 08.00 am - 1.00 pm
Compensation & Other Benefits:
∎ Salary Review: Yearly
∎ Festival Bonus: 2
Job Source: Bdjobs.com Online Job Posting.
Application Deadline: 15 Apr 2022
Company Information:
∎ 17 Mar 2022
∎ Ezy Hub Limited
∎ Address : Baridhara DOHS, Dhaka.
∎ Web : www.mortgagebrokerassist.com.au
∎ Business : Since establishing our business in 2020, we have developed strong expertise in financial brokerage, online cloud-based systems, and innovative and standardized management process. We created an excellent service for a reasonable fee with brokers having no office costs, employment, Training, supervision, or retrenchment costs.
Together we work closely with brokers and their clients to ensure their applications are progressed in a timely manner. Our main focus is to be responsive to you and your clients by regular communication so you both have peace of mind throughout the loan process. We are the main point of contact once a loan is submitted and proceeds to final settlement, taking the stress away from the broker. We aim to work closely in a “team environment”, although being virtual, to deliver to you and your clients a seamless customer experience that will meet or exceed both your expectations.
Our services reduce your operating costs and give you back valuable time to grow your business.
Passion and Purpose: MBA’s passion is to create change. Working with Mortgage Brokers in Australia means building financial portfolio for their customers now and in the future.
Delivering a human-centered approach and creating opportunities for our team members is the core purpose of MBA.
As MBA’s team members establish their careers, not simply jobs, they represent the company’s DNA and the value shared with clients.
Category: Accounting/Finance
