Relationship Executive

Job Description

Title: Relationship Executive

Company Name: Phoenix Finance & Investments Limited

Vacancy: 30

Age: Na

Job Location: Anywhere in Bangladesh

Salary: --

Experience:

• 1 to 5 years
• The applicants should have experience in the following business area(s): Investment/Merchant Banking

• Bachelor/Honors

• Minimum graduation/ post-graduation from any reputed public/ private University (No 3rd division /class)

• 1 to 5 years
• The applicants should have experience in the following business area(s): Investment/Merchant Banking

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

• Skills: Excellent interpersonal, negotiation and communication skills.

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

The position is responsible for generating new liability/ deposit business and SME loan business, maintaining strong relationship with potential and existing customers to support business growth, and handling day to day correspondence & related business activities.

If you believe your performance and dedication can exceed expectations, Phoenix Finance and Investment Ltd. warmly invites you to join our dynamic and challenging team. Take the next step in your career with Liability Marketing and CMSME Business Division.

Position Title: Relationship Executive (Assistant officer after confirmation)

Employment Type: Full Time Employee (FTE)

Job Location: All branches (Anywhere in Bangladesh)

Key Responsibilities:

• 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.

• and Ensure service quality 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.