Respect of the rules Will to persuade Tenacity Need for action Team work Ambition Involvement at work Organization
Finéa, a subsidiary of the CDG Group, aims to make it easier for companies, especially SMEs, to access financing through its financing, co-financing, and refinancing activities. It acts as a key financial institution that complements the banking sector and aims to be the leading co-financier for SMEs and VSEs to support Morocco's economic development.
Finéa is headquartered in Casablanca and operates through 8 branches in cities across the kingdom: Casablanca North, Casablanca South, Rabat, Tangier, Fez, Marrakech, Agadir, and Oujda.
Commercial Development
Manage a small client portfolio and support customer loyalty.
Prospect for new clients according to an action plan defined by the Branch Manager.
Participate in promoting Finéa's products and services.
Prepare and conduct client visits by identifying their financing needs.
Prepare commercial proposals with hierarchical guidance.
Follow up on ongoing cases and follow up with clients for missing documents.
Commercial Monitoring and Development
Track assigned commercial objectives (number of clients, volume of financing).
Ensure regular reporting of commercial activities.
Monitor the use of credit lines and renewal deadlines.
Risk Management
Collect and verify the completeness of credit files.
Report any anomalies or overruns to the Branch Manager.
Prepare files for transmission to central entities.
Administrative Management
Ensure data entry of client information in the information system and control the reliability of databases.
Ensure the completeness and compliance of client files (first-level verification).
Ensure the filing and archiving of physical files within their portfolio.
· - Degree in Commerce and Finance (Bac+5 level);
· - Minimum 3 years of banking/financial sales experience. ;
· - Customer relationship management;
· - Prospecting and commercial animation techniques ;
- - Knowledge of public markets would be an asset;
· - Interpersonal skills ;
- Sense of rigor and organization.
Respect of the rules Will to persuade Tenacity Need for action Team work Ambition Involvement at work Organization
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