Sales Executive (Salary Loan / Wealth Management) at Rosabon Financial Services (RFS) Limited – 4 Openings

Job Title: Sales Executive (Salary Loan / Wealth Management)

Scope and Impact

• The candidate will be tasked with the responsibility of selling various loan products.
• He / She will act as liaison between customers and our financial institution and will help qualified applicants acquire loans in a timely manner.

Job Summary

• The Rosabon Sales Executive is required to collect and prepare all materials needed to process transactions (loans and investments).
• He/ She will also responsible for reviewing loan applications evaluating the potential risks of granting loans to applicants.

Duties and Responsibilities

• Evaluate credit worthiness by processing loan applications and documentation within specified limits
• Interview applicants to determine financial eligibility and feasibility of granting loans
• Determine all applicable ratios and metrics and set up debt payment plans
• Communicate with clients either to request or to provide information
• Justify decisions (approvals/rejections) and report on them
• Complete loan contracts and counsel clients on policies and restrictions
• Review loan agreements to ensure that they are complete and accurate according to policy
• Update account records, Compute payment schedules and transactions on ERP
• Confer with underwriters to aid in resolving loan application problems.
• Update job knowledge on types of loans and other financial services
• Assess customer needs, explore all options and introduce different types of loans
• Develop referral networks, suggest alternate channels and cross-sell products and services to accomplish quotas
• Go the “extra mile” to build trust relationships, customer loyalty and satisfaction throughout the underwriting process
• Operate in compliance with laws and regulations and adhere to lending compliance guidelines
• Deposit mobilization to meet set targets.

Key Performance Indicators

• Meet Set Monthly loan and investment Targets
• Reduced number of Non-Performing loans
• Customer retention rate of minimum 90% across loan and investment products.

Requirements

• Candidates should possess a B.Sc Degree in Finance, Economics or a related field
• Proven working experience as a Loan Officer
• Familiarity with computers and banking applications/software
• Solid understanding of direct/indirect lending products and practices
• Customer satisfaction orientation and sales competencies
• Ability to work in a goal oriented environment and meet set target.

Salary
N80,000 – N150,000 Monthly.

Application Instructions:

The application deadline is 2nd July, 2025. Therefore, Qualified and interested candidates can: “CLICK HERE TO SUBMIT APPLICATION.” It is important to visit the official website (link found below) for detailed information on how to apply successfully for this vacancy.

Or
Send their Applications to: [email protected] using the Job Title as the subject of the email.

Website:
Official Job Website: https://conceptgrouphrm-jobs.goserp.co.uk/