Yetu SACCO Relationship Officer is responsible for maintaining relationship with members and implementing member engagement program in their respective branches.
As a member of the branch staff, the RO is responsible for generating sales opportunities through a variety of techniques on liability and asset sides of the balance sheet.
RO position in the branch is a senior position contributing directly to the growth of assets, liabilities and membership.
Responsibilities
- At branch level, generating leads and turning them into opportunities for member recruitment, savings mobilization and credit
- Implementing member engagement program at branch level
- Contacting potential members via telephone, email and face to face
- Working towards Key Performance Indicators’ and revenue targets as set by the marketing manager and branch manager
- Arranging meetings with prospective members and or institutions in order to demonstrate financial products and services
- Negotiating periodic savings with potential members
- Identifying opportunities for new business within the market.
- Paying attention to competitors and their activities within the industry
- Building long-term relationships with new and existing Members
- Ensuring all administration relating to sales and marketing is completed effectively
- Working closely with other departments and finding opportunities to cross sell products
Qualifications
- Proven ability to drive sales, generate new business and manage relationships
- Relevant industry experience ideally gained from a business in financial services
- Confident and experienced negotiator able to drive revenue and recruit members
- Ambitious, self-motivating and self-driven personality with a hunger for success.
- A relevant certificate, diploma or Degree in a related field
- Professional Certifications and drivers’ License – Class B are an added advantage
DISCLAIMER
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
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