Atyati Technologies - Relationship Officer

About the Role:

- We are seeking a motivated and relationship-focused Relationship Officer to join our growing team.

- You will be responsible for building and maintaining strong, long-lasting relationships with our clients, understanding their financial needs, and providing them with personalized financial solutions.

Responsibilities:

- Develop and cultivate relationships with a portfolio of assigned clients.

- Conduct in-depth financial needs assessments to identify client goals and risk tolerance.

- Recommend and present a variety of financial products and services tailored to client needs (e. g. , loans, investments, insurance).

- Open and manage client accounts, ensuring all transactions are completed accurately and efficiently.

- Provide ongoing financial advice and guidance to clients, keeping them informed of market trends and opportunities.

- Proactively address client inquiries and concerns, ensuring exceptional customer service.

- Maintain accurate and up-to-date client records and account information.

- Cross-sell and upsell appropriate financial products and services to meet client needs and achieve sales targets.

- Collaborate with other departments (e. g. , wealth management, lending) to deliver a holistic client experience.

- Stay up-to-date on industry regulations and compliance requirements.

Qualifications:

- Bachelor's/Masters degree in Finance, Business Administration, or a related field (preferred).

- Minimum of 5-6 years of experience in financial services or a related field.

- Strong understanding of financial products and services (e. g. , loans, deposits, investments).

- Excellent communication, interpersonal, and presentation skills.

- Active listening skills and a genuine desire to help others.

- Strong analytical and problem-solving skills.

- Proficient in Microsoft Office Suite and CRM software.

- Ability to work independently and as part of a team.