Executive / Senior Executive / Associate Manager – Fixed Deposits

Executive / Senior Executive / Associate Manager – Fixed Deposits

Company: Mercantile Investments and Finance PLC

Location: Colombo, Sri Lanka

Company Description

Mercantile Investments and Finance PLC (MI) is a premier licensed finance company in Sri Lanka with a legacy spanning over 61 years. Since 1964, MI has specialized in leasing, loans, and fixed deposit mobilization. Renowned for a customer-centric approach, we are committed to delivering financial excellence through speed, reliability, and a strong national presence.

Role Summary

This is a full-time, on-site leadership and sales role based in Colombo. As an Executive, Senior Executive, or Associate Manager within the Fixed Deposits department, you will drive deposit mobilization through proactive customer engagement. You will be responsible for promoting financial products, managing high-value relationships, and ensuring seamless account management while meeting key growth targets.

Key Responsibilities

• Business Development: Actively promote fixed deposit products to achieve individual and team sales targets.

• Relationship Management: Build and maintain strong, long-term relationships with diverse customers to ensure retention and loyalty.

• Customer Engagement: Efficiently manage customer inquiries and provide expert guidance on deposit-related financial solutions.

• Operational Excellence: Oversee account-related activities, ensuring all documentation and processes are handled with precision.

• Compliance: Adhere strictly to company policies and industry regulatory requirements during the mobilization process.

• Service Delivery: Maintain high standards of professionalism and integrity to ensure a superior customer experience.

Qualifications & Skills

Experience & Education

• Education: A diploma or degree in Business Administration, Finance, or Marketing is preferred.

• Experience: Prior experience in the financial services sector, specifically in Fixed Deposit mobilization, is a significant advantage.

• Technical Skills: Proficiency in using modern financial technology and software to manage accounts and documentation.

Core Competencies

• Sales & Marketing: Proven ability to drive results and meet performance benchmarks in a competitive environment.

• Interpersonal Skills: Exceptional communication skills with a natural ability to build rapport with clients.

• Financial Literacy: A solid understanding of deposit mobilization, interest structures, and regulatory frameworks.

• Organization: Strong time-management skills with the ability to handle multiple accounts and priorities simultaneously.

• Problem-Solving: A customer-focused attitude paired with the ability to resolve challenges effectively and with detail.

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