Relationship Officers at Pishon and Brooks Advisory Services

Pishon & Brooks Advisory Services Limited (PBAS) is a professional services firm that supports her clients by managing their end-to-end HR Processes in order to enhance their productivity and growth aspirations.JOB OBJECTIVES

Manage growth customer relationships with mid-sized accounts, responsible for acquisition and portfolio management. Focus on customer acquisition and efficient portfolio management across a larger number of accounts with standardized service model.

KEY RESPONSIBILITIES

Manage portfolio of growth accounts with semi-annual engagement and proactive communication
Acquire new customers through direct prospecting, referrals, and partner channels
Conduct semi-annual business reviews to maintain relationships and identify opportunities
Position standard product offerings effectively to meet customer needs
Coordinate end-to-end credit process from application to disbursement
Work with customers to compile complete loan applications and documentation
Monitor repayment patterns and facility utilization across portfolio
Drive renewals targeting high retention rates
Develop referral partner relationships for lead generation
Achieve individual portfolio growth and customer acquisition targets

QUALIFICATIONS & EXPERIENCE

Bachelor’s degree in Business, Marketing, Finance, or related field
Minimum 4-6 years of relationship management or business development experience
Experience in SME lending, trade finance, or financial services sales
Network within target customer communities is advantage

SKILLS & COMPETENCIES

Sales and business development capabilities
Relationship management skills
Product knowledge and solution positioning
Communication and presentation skills
Organizational skills for managing multiple accounts