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

   

  Key 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 place
  • Ensure following set procedures / policies as per designation letter
  • And any other assigned tasks

  Minimum Qualifications:

   

  Experience:

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