About the Role
This position focuses on achieving sales targets and effectively engaging with potential customers in the banking sector. You will be responsible for presenting various personal banking products and services in a professional manner, while ensuring compliance with company policies and regulations. Through micro-marketing activities, you will aim to build a solid customer base and enhance overall customer experience.
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Key Result Areas
- Achieve monthly sales targets throughout the financial year.
- Prospect in targeted segments through effective phone calls and face-to-face visits.
- Present and sell personal banking products and services ethically and professionally.
- Conduct micro-marketing activities, including Kiosk operations and other direct marketing efforts.
- Manage objections to encourage customer purchases or payroll transfers.
- Ensure End-To-End customer turn-around time (TAT) is met for all applications submitted, with a focus on quality adherence.
- Maintain strict compliance with the Bank’s policies related to products, customer KYC, FATCA, AML CTF, and third-party channel interactions.
- Record all sales activities in Daily Sales Reports and update the CRM system for leads and contacts.
- Actively participate in all team activities, including morning huddles, training sessions, coaching, and compliance/fraud trainings.
- Uphold the highest ethics, standards, and integrity, and escalate any suspected breaches to Senior Management and Governance as required.
Problem Solving
- Understand customers’ individual financial circumstances to tailor sales strategies.
- Assist both staff and customers in achieving their goals and objectives.
Decision Making Authority & Responsibility
- Provide honest assistance to customers in attaining their financial objectives through courteous and friendly service, while adhering to service delivery standards.
- Ensure complete product and policy knowledge to facilitate necessary documentation from customers for smooth TAT.
Knowledge, Skills and Experience
- Strong sales profile with confidence, persistence, and excellent verbal and written communication skills.
- Basic knowledge of retail banking products, service policies, and processes.
- Bachelor’s degree in any discipline with a minimum of 2 years of experience in banking sales.
