About the Role / About the Job
This position is focused on promoting Core Product while cross-selling other products within the assigned Business Territory (field sales) against set financial targets. You will be responsible for building a new customer base and ensuring customer satisfaction while achieving sales goals.
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Responsibilities
- Achieve or exceed agreed core product sales targets to build new customer base.
- Promote the sales of Core Product in the assigned area.
- Build and maintain effective business relationships with customers.
- Assist in conducting promotional activities, meetings, and road shows in the assigned area to achieve budgeted sales volume.
- Ensure submitted customer applications and documentation are complete and error-free.
- Follow up on document discrepancies approved as deferrals.
- Minimize errors and act upon them for correction and re-submission if any.
- Provide sales Management Information System (MIS) to Team Leader regularly.
- Provide ongoing customer/market feedback to Team Leader to improve business.
- Provide Sales Daily Sales Report (DSR) to Sales Manager on a regular basis.
- Ensure a high level of customer service while handling business proceedings.
- Adhere to the code of conduct & ethics while performing required duties, especially concerning the authentication of KYC documents.
- Capitalize on cross-selling opportunities.
- Perform duties of Team Leader in their absence if assigned.
- Recommend customer applications that are considered good credit risk and comply with policy.
- Demonstrate good convincing and negotiating skills in view of the complexity of the relevant product.
- Maintain awareness of competition and suggest changes for product improvements.
- Maintain effective business relationships with all branches and internal departments.
- Handle routine problems and complaints professionally, escalating only minimal significant issues to the Team Leader.
- Be vigilant in identifying fraudulent activities/unethical incidents; any concerns should be addressed to the Line Manager immediately.
- Maintain effective relationships with teammates and supervisors.
- Ensure that the product information shared with customers is accurate.
Key Performance Indicators, Skills, and Competencies
- Service excellence and good knowledge of retail products.
- Adherence to policies, processes, and procedures both internally and externally.
- Competitive awareness and benchmarking.
- Multicultural awareness.
- Portfolio growth.
- Customer obsession.
- Proactive.
- Strong sales skills.
- Achievement of customer sales targets.
- Client satisfaction index.
Qualifications
- High school diploma or preferably a university degree.
- Desirable to have a sales diploma or certification.
- 1 to 2 years of experience in selling banking products or in a financial industry.
