Achieve monthly sales targets in the financial year.
Prospect in targeted segments that require meeting standards in phone calls, and face-to-face visit
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 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.
