Job Purpose

Identifies, acquires & grows a base of retail customers in order to meet business objectives.

Nurtures the growth of long-term business relationship with target retail customers by providing them with substantial added value and providing world-class financial products / services.

Accountabilities:

Sales/Relationship Management:

• Responsible for achieving & delivering his/her targets of the allocated range of products specific to Advising Zone.

• Follow up with others (Credit/ Operations) Departments, pipeline or tools available (Jupiter) on pending cases

• Achieving target sales activities of (outbound sales, sales visits, cross sell ratio to walk-in customers) as defined in the commercial action plan.

• Personally and proactively effective at building the business, deepening relationships and increasing targeted consumers through the execution of an effective sales process.

• Prepares and executes a sales plan for the assigned account relationships; high knowledge of competition products.

• Grows the number of new account relationships via conversion of branch walk-ins, customer referrals, marketing leads and self-generated leads.

• Proactive in assessing financial needs of customers.

• Keep updated and learns in-depth the new products offered by competition.

Quality & Services

• Ensure proper stationeries and merchandising in the Branch at all time guided by communication plan.

• Ensure handling and covering all customer requests/ inquiries to ensure services excellencies

• Responsible for operations of (Express Banking, Advisory) in terms of authorizations, custodies and reviewing all related reports

• Regularly promote the usage of other delivery channels via day-to day contacts with the customers

• Ensure continuous flow of appointments at Advising Zone.

• Participates in special projects and tasks including Compliance related activities.

CBE, Compliance, Audit, Procedures

• Responding to Compliance Dept. requirements in terms of obtaining proper approvals

• Ensure implementation of all Bank policies / procedures / KYC compliance requirements are in

• Ensure following set procedures / policies as per designation letter

· And any other assigned tasks.
 

Minimum Experience:

• minimum 1 year preferably in the financial services industry; or other strong-sales culture industry.