Relationship Executive

Job Description

Title: Relationship Executive

Company Name: Phoenix Finance & Investments Limited

Vacancy: 30

Age: Na

Job Location: Anywhere in Bangladesh

Salary: Negotiable

Experience:

  • 1 to 5 years


Published: 2026-04-26

Application Deadline: 2026-05-15

Education:
    • Bachelor/Honors
    • Masters
  • Minimum from any graduation/post-graduation reputed public/private University (No 3rd division/class)



Requirements:
  • 1 to 5 years


Skills Required:

Additional Requirements:
  • Skills: Excellent interpersonal, negotiation and communication skills.

  • 01 to 05 years' experience in the same field. Bankers are also strongly encouraged to apply

  • Women are strongly encouraged to apply. We are not discriminate in gender



Responsibilities & Context:
  • Achieve set target of deposit & CMSME loan.

  • Identify and implement cross functional sale opportunities.

  • Ensure customer services as per standard of PFIL.

  • Survey markets to identify business opportunities (Deposits and CMSME loans).

  • Reach out to deposit & CMSME clients - new deposit and loans prospects and maintain existing customers to off deposit products tailored to their needs.

  • Assess credit-worthiness of potential CMSME borrowers and process loan application.

  • Maintain and manage relationships with deposit & CMSME customers and other stakeholders, ensuring good customer service and support.

  • Meet individual sales and collection targets (e.g. deposit mobilization, loan disbursement, repayments, etc.) as assigned by the PFIL.

  • Ensure service quality and compliance with NBFI policies, documentation requirements, and regulatory guidelines when dealing with liability & CMSME clients.

  • You must be able to extensive field work, including visiting clients anywhere in Bangladesh.



Job Other Benifits:

Employment Status: Full Time

Job Work Place:

Company Information:

Gender: Male and Female can apply

Read Before Apply: Please apply only who are fulfilling all the requirements of this job

Category: Marketing/Sales

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