About the Role
As a key player in driving sales and revenue objectives, you will accomplish set goals for all products as per the business plan. Your focus on customer service will ensure a quality client onboarding experience. You will be accountable for your own development through participation in assigned People Development and Learning & Development programs. Furthermore, you will implement the prescribed Sales & Compliance processes in line with the company's policies and govern controls to proactively identify and mitigate potential losses to the franchise within your area.
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Key Responsibilities
- Meet and exceed monthly and annual sales target objectives.
- Ensure market penetration through a focus on New to Bank acquisition and engage existing clientele.
- Conduct proper analysis of cases and provide all related customer information after field visits.
- Familiarize yourself with all policies, products, and processes to ensure a superior client onboarding experience.
- Actively participate in Learning, Development, and training programs to be an effective sales personnel.
- Ensure strict adherence to all KYC, Compliance policies, and other stipulated processes.
- Achieve monthly & annual set KPI objectives.
- Leverage existing client base for cross-sell opportunities to ensure higher revenue per customer.
- Maintain Daily Sales Reports for review by team leaders and asset managers.
- Ensure knowledge of all products, policies, and processes to achieve superior client onboarding experiences.
- Prevent mis-selling by offering products/services transparently according to customer requirements.
- Understand and resolve or escalate customer concerns to ensure timely resolutions.
- Participate in assigned training and development programs.
- Stay aware of competition offerings and provide suggestions to line manager for improvements.
- Adhere to Risk Control Assessment processes across all areas of Business Banking Department - including Selling, Client Onboarding, Fraud Control, Client Applications & KYC Documentation.
- Follow all prescribed internal processes to maintain satisfactory Audit Ratings.
- Bring quality customers to the franchise and discuss cases with stakeholders for support.
- Conduct customer insight and market research to understand client needs and develop value propositions.
- Prepare and develop presentations to inform and align with key decision makers, demonstrating real business impacts.
Requirements / Qualifications
- Good convincing and negotiating skills based on business complexity.
- Ability to provide continuous suggestions for improvements to company products.
- Strong skills in building and maintaining effective business relationships with colleagues.
- Identify cross-selling opportunities for other business divisions of the company.
- Education: University Degree required.
- Experience: 3 – 5 years in Banking or Financial Industry.
Skills
- Good convincing and negotiating skills.
- Proficiency in customer insight and market research.
- Ability to build and maintain effective business relationships.
