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

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