Job Summary
A Deposit Mobilizer plays a crucial role in attracting and retaining deposits for financial institutions, such as banks, credit unions, or microfinance organizations.
Their job is to engage with potential customers, promote deposit products, and ensure that customers understand the benefits of saving with the institution
Job Responsibilities
Customer Acquisition and Relationship Management:
Identify and approach potential customers (individuals and businesses) to open deposit accounts.
Build and maintain strong relationships with customers to encourage long-term deposits.
Actively seek opportunities to expand the customer base and increase deposit mobilization.
Promote deposit products (e.g., savings accounts, fixed deposits, recurring deposits) to existing and prospective clients.
Product Promotion and Sales:
Effectively communicate the features and benefits of various deposit products to potential customers.
Conduct market research to understand customer needs and tailor deposit offerings accordingly.
Organize promotional campaigns and events to attract new customers.
Assist customers in understanding the different types of deposit accounts and help them choose the right one for their needs.
Account Opening and Documentation:
Guide customers through the process of opening deposit accounts and ensure all required documentation is completed accurately.
Ensure compliance with regulatory requirements related to customer identification, documentation, and account opening.
Customer Support and Retention:
Provide exceptional customer service by addressing inquiries, concerns, and account-related issues.
Follow up with customers to ensure their satisfaction and encourage additional deposits or account upgrades.
Monitor and track customer deposit patterns and identify opportunities for cross-selling or upselling.
Target Achievement:
Meet or exceed individual and team deposit mobilization targets set by the institution.
Track personal performance metrics and provide regular reports to management.
Market Intelligence:
Stay informed about market trends, competitor offerings, and customer preferences.
Provide feedback to management on customer insights and suggestions for new deposit products or improvements.
Compliance and Risk Management:
Ensure adherence to the institution’s policies, procedures, and regulatory requirements.
Maintain confidentiality of customer information and ensure data security.
Networking and Community Engagement:
Build relationships with local businesses, community leaders, and organizations to promote deposit products.
Participate in community events and activities to increase visibility and promote the institution’s services.
Interested and qualified candidates should send their Applications to: nnamdi.onyekere@adxcredit.com using the job title as the subject of the mail.
Apply via :
nnamdi.onyekere@adxcredit.com
