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