Relationship Officer
Bridge Numerics
Management & Business Development
Skills Required
Proficiency in Microsoft Office Suite (Word Excel PowerPoint Outlook) Experience with Customer Relationship Management (CRM) systems Knowledge of financial and accounting software (e.g. QuickBooks Sage or ERP systems) Data analysis and reporting using Excel or Google Sheets Database management and data entry accuracy Familiarity with email and digital communication tools (e.g. Teams Slack Zoom) Presentation and proposal writing using PowerPoint or Canva Document management and record-keeping tools (e.g. SharePoint Google Drive)Job Summary
The Relationship Officer is responsible for driving business growth through effective client relationship management, revenue mobilisation, and compliance oversight. The role involves identifying new business opportunities, managing existing client portfolios, ensuring timely transaction closure, and maintaining accurate financial records.
- Minimum Qualification : Degree
- Experience Level : Mid level
- Experience Length : 3 years
Job Description/Requirements
Responsibilities:
- Business Development: Proactively scout for new revenue opportunities, partnerships, and client engagements to expand the company’s portfolio.
- Client Relationship Management: Build and sustain strong relationships with clients while delivering superior customer service.
- Revenue Account Management: Oversee revenue-related processes, including client onboarding, issuance of demand notices, premises inspections, and certifications.
- Transaction & Recovery Management: Conduct presentations, negotiate settlements, administer recovery actions, and follow up to ensure timely closure of transactions.
- Compliance & Risk Management: Ensure all revenue operations adhere to regulatory frameworks and company policies to minimise exposure to risks.
- Data & Records Management: Maintain and update billing and revenue collection databases with accuracy and confidentiality.
- Client Issue Resolution: Address client inquiries, complaints, and disputes promptly and professionally.
- Sales & Revenue Growth: Identify upselling opportunities, maximise recoveries from existing clients, and generate new business through referrals and networking.
- Reporting & Documentation: Maintain detailed transaction records, prepare financial/revenue reports.
- Closure Efficiency: Guarantee that all revenue-generating transactions are finalised within a 20-day timeframe.
- Continuous Professional Development: Stay abreast of local government regulations, industry best practices, and evolving revenue mobilisation strategies.
Requirements:
- Problem-solving attitude
- Excellent communication skills
- Customer-oriented mindset
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