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Company Name : AJIL Financial Service Company

Relationship Officer

bayt.com

Job Description

Primary Purpose of the job: 

  • Market Company’s products to new and existing clients to achieve targets and serve as the liaison between Company, its clients, and the market as a whole.
  • Strengthen relationships with existing clients and increase Company’s visibility in the market.

Principal Accountabilities:

  • Schedule appointments and visit clients to present Company’s product portfolio to existing and potential clients.
  • Tend to queries from clients, departments, suppliers, and management and follow up on them to ensure that any and all issues are resolved.
  • Obtain the required documentation from clients to initiate the credit analysis process.
  • Conduct credit analyses that include a review of a client’s audited financial statements and COC/ SIMAH clearance to ascertain creditworthiness.
  • Negotiate deals with customers and suppliers and consolidate those results in a credit proposal.
  • Prepare credit proposals containing the credit analysis, transaction deals, terms, and conditions as well as recommendations to management on whether or not to approve deals.
  • Maintain customer files ensuring that all documentation is complete, accurate and up to date according to set company processes and practices.
  • Maintain excellent working relationships with all customers, departments, and suppliers to optimize efficiency and customer care levels.
  • Review and sanction sales invoices, communicate with suppliers regarding delivery, and subsequently support the collections team.
  • Prepare and submit activity and specialist reports for management by the required deadlines.  

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