Job Description
Sell entire range of personal banking products to potential retail prospects & to maintain strong relationships with existing clients of the bank. KEY RESULT AREAS - Achieve monthly sales targets in the financial year. - Prospect in targeted segments that require meeting standards in phone calls, and face-to-face visits. - Present and sell all personal banking products & services to potential customers in an ethical structured & professional manner. - Relationship manage (where required) a portfolio of approved companies by developing key contacts and relationships. - Conducting micro marketing activities that include Kiosk activities and other direct marketing activities. - Handling objections with a view to getting the customer to buy or company to transfer payroll. - Ensure End-To-End customer TAT is met for all applications submitted with quality adherence as per target guidelines. - Ensure strict compliance with the Bank’s policy with regards to product, customer KYC, FATCA, AML CTF and third-party channel interactions. - Record all sales activities in Daily Sales Reports and update CRM/System for leads and contacts. - Participate in all Team Activities like morning huddles, training and coaching, complete mandatory compliance and fraud trainings, Lean & rewards celebrations. - Ensure the highest ethics, standards and integrity are followed and immediately escalate any suspected or actual breaches to Senior Management, Governance, as may be required. KNOWLEDGE, SKILLS AND EXPERIENCE - Sales profile that require confidence, persistence, personality and strong verbal & written skills - Basic knowledge of products, service policies and processes of Retail Banking. - Any discipline with 2 years sales experience
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