Job Description
Job Description What You’ll Be Doing: - Achieve budgeted sales and service targets within acceptable risk standards. - Regularly review customer portfolio to identify potential sales/business opportunities/ cross sell existing products. - Manage a designated portfolio of customer relationships to identify and address customer needs, ensuring that the overall service provided is in line with customer expectations and the terms of the service offer. - Carry out all tasks ensuring all activities are completed within timescales and with a high degree of accuracy, whilst providing excellent customer service to both external and internal customers and adhering to all appropriate process and procedures. - Always comply with the Staff Code of Conduct to ensure a positive image of the Bank is presented to all customers both internal and external. - Ensure that the business is booked as per laid down procedures and guidelines and due diligence is carried out with respect to money laundering and other regulatory requirements. - Provide specialist information, guidance and advise to customers through the delivery of excellent customer service to resolve customer queries and achieve customer satisfaction. - Perform any other duties or tasks as required or instructed by the line manager to support the efficiency and output of the department. - Manging the portfolio allocated in a timely manner to avoid delay or complaint. - To ensure the client communication and query resolution is aligned with the internal process and TAT. - Work closely on the client requests/query error free (Mission Zero) What We’re Looking For Minimum Qualification : Bachelor's degree. Minimum Experience: Minimum of 02 years’ experience in banking or financial services, with a focus on relationship management. Competencies - Oral and Written Communication - Sales Acumen - Relationship Management - Banking process and knowledge