About the Role
This position is designed to meet and exceed monthly and annual sales target objectives while ensuring market penetration through a focus on New To Bank acquisition, as well as soliciting existing clientele. The role requires proper analysis of cases and providing all related customer information post field visits. Familiarity with all policies, products, and processes is essential to ensure a superior client onboarding experience. Proactive participation in learning, development, and training programs is encouraged to enhance effectiveness as a sales personnel. Strict adherence to KYC, compliance policies, and other stipulated processes is required.
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Key Responsibilities
Financial
- Achieve monthly and annual set KPI objectives for MBBF as per the assigned role.
- Focus on New To Bank acquisition alongside leveraging the existing client base.
- Leverage cross-sell opportunities to ensure higher revenue per customer.
- Maintain Daily Sales Reports on sales performance for review by team leader and manager assets.
Learning & Growth
- Participate in assigned People Development and Learning & Development programs.
- Take accountability for personal development by actively enrolling and participating in programs with close coordination with the respective team.
- Stay informed about competition offerings and suggest improvements to line managers for products and processes.
Internal Processes
- Ensure implementation of prescribed Sales & Compliance processes per the company's policies.
- Implement governance and controls to proactively identify, manage, and minimize potential losses within the respective area.
- Adhere to the Risk Control Assessment process across all areas of the Business Banking Department—selling, client onboarding, fraud control, client application, and KYC documentation.
- Ensure adherence to all prescribed internal processes to achieve satisfactory audit ratings.
- Bring quality and appropriate customers to the franchise and discuss cases with stakeholders to ensure support is provided.
Essential Requirements
- Strong convincing and negotiating skills as required by the complexity of the business.
- Continuous suggestions for improvements to bank products.
- Ability to build and maintain effective business relationships with colleagues.
- Identify cross-selling opportunities for other divisions of the bank.
- Education: University Degree.
- Experience: 3-5 years in Banking or Financial Industry.
- MBA/PGDM/Sales diploma or certification preferred.
