Financial Advisor

Responsibilities:

• Partner with Customer Relationship Supervisor in developing weekly/monthly plans with regards to client mobilization and individual performance goals.
• Maintain a good knowledge of assigned market geographical area and understand clients need with competing products.
• Research and develop business opportunities within assigned geographical zone and assist marketing department with market research and impact studies upon request.
• Market all MRM Products and Services to potential clients by using the promotional tools as approved by management.
• Responsible in acquisition and management of loans and savings portfolio; Loan initiation, processing, monitoring and prompt repayment.
• Conduct a thorough loan analysis to ascertain customer’s payment capacity and willingness; evaluate the credit risk before Credit Committee Meetings.
• Reduce liquidity risk by aggressively mobilizing savings on daily basis.
• Ensure each loan disbursed are in compliance with MRM lending procedures, policies and methodology.
• Prepare and present report as assigned by your Team Lead/ Head, BDS.
• Compile credit files with required documentation and hand over to back office staff for processing.
• Any other responsibilities required by the Head, Business Development & Strategies in line with MRM policies.

Requirements:

• Minimum academic qualification of Diploma
• 2 years of working experience