The relationship officer is responsible for promoting VFT Individual loans, Savings, and Insurance products to potential customers while ensuring portfolio quality remains acceptable
Job Summary
The relationship officer is responsible for promoting VFT Individual loans, Savings, and Insurance products to potential customers while ensuring portfolio quality remains acceptable.
The role involves conducting credit assessments, client education, loan documentation, and managing insurance claims as an intermediary.
The position requires adherence to VFT’s values and code of conduct, embedding high ethical standards, and ensuring compliance with all applicable laws and regulations.
Matching Summary
The relationship officer is responsible for promoting VFT Individual loans, Savings, and Insurance products to potential customers while ensuring portfolio quality remains acceptable.
Skills & Requirements
Must-have
Individual loan client screening
Sales of savings and insurance products
Credit assessment and collateral verification
Loan documentation and compliance
Customer education on financial products
Delinquent loan follow-up
Bancassurance claims management
Nice-to-have
Client financial needs analysis
Customer retention strategies
Ethical and regulatory compliance
Risk and conduct issue resolution
Collaborative team feedback
Promotion within target market
Key Requirements
Local applicants only
Experience in individual lending and credit assessment
Knowledge of insurance and savings product sales
Understanding of regulatory and compliance requirements