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.
Ensure proper stationery 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
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
