RITA SORETIRE

Experience

• 

  Stanbic IBTC

  Mar 2008 - now

  I am responsible for identifying and targeting new business opportunities while building strong relationships with high-net-worth individuals and institutional clients. I contribute to the creation and implementation of strategic plans focused on product development, process improvement, and client loyalty across business units. Working closely with marketing and sales teams, I help develop strategies that drive business growth while presenting tailored investment solutions to meet each client’s unique financial objectives. Through market research and competitor analysis, I stay ahead of trends, identifying new opportunities and competitive advantages to enhance our offerings.In managing client relationships, I ensure exceptional service by addressing client needs, offering consultative investment advice, and providing timely feedback. Regular communication with clients helps educate them on investment processes and market trends while ensuring their portfolios are aligned with their goals. My focus on building long-term relationships leads to strong client satisfaction and retention. I also collaborate with internal teams to ensure seamless service delivery while reporting on business development activities and assisting in the preparation of client presentations that align with both client needs and our organizational goals. Show less I was responsible for attending to walk-in clients, ensuring their needs were met professionally, courteously, and efficiently. I provided error-free and timely responses to client inquiries via email and phone within 24 hours, ensuring clear communication of the company's products to avoid misunderstandings. In addition to addressing client needs, I actively cross-sold other products within the Group. I maintained a strong understanding of company processes and procedures, ensuring that the right information was always conveyed to clients. My focus was on delivering excellent service, going the extra mile to ensure customer satisfaction and minimizing any dissatisfaction. Show less

  • Business Development Manager

    Apr 2017 - now

  • Client Services

    Mar 2008 - Mar 2017