Job Purpose
- Coordination with customers, Support & Customer Service, Sales, Revenue generation.
- To open minimum 8 non-borrowing accounts in a month.
- Adhere to and achieve, the liability / Forex / Operating income targets from the new Bookings
- To grow the Liability base of Conventional and Islamic Deposits and CASA balances.
- Ensure immediate processing of applications received from customers.
- Ensuring account opening processes and in accordance to policy and procedures of NBF's of compliance and Risk appetite statement.
- Should have complete knowledge of NBF Liability products and offerings, including Cask management Products.
- Cross sell FX to potential customers to ensure maximum wallet share and liaise with Treasury Dept. to refer such customers.
- To be aware of product offered in the market by competitors and provide constructive feedback on product, process and service improvement.
- Effective management of customer grievances and complaints and timely resolution of the same.
- Ensure that the requisite Operating Income and Average balance targets are achieved from Existing and New to Bank Customer.
- Ensure at all time to safeguard the reputation of NBF and avoid overcommitting and under delivering.
- Maintain transparency with line manager and declare source of referrals.
- Conduct necessary and additional due diligence jointly as a team and ensure only the right accounts as per the Bank's risk appetite are allowed to onboard.
- At all times ensure that the Bank's reputation is not put at threat and enhance the reputation wherever possible.
- Whistle blow where necessary to alert team and members to take appropriate corrective action in high risk accounts.
- Assist the team in obtaining necessary documentation from the clients to satisfy the Bank's due diligence requirements and keep the client account record up to date.
- Ensure careful review of the CPV reports in liaison with RM and any findings on the CPV report addressed prior to onboarding the account
Work Experience
Minimum 2 years of experience in SME banking and liability sales.
