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
Minimum Qualifications
University College Degree
Minimum Experience
0-4 years in the financial services industry, fresh graduates will also be considered at lower entry level grades
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