Job Purpose:
As a PSA you will be responsible for end to end sales of assets and liability
products. The job holder is also responsible for addressing customer queries
and ensuring high customer service quality at all times.
Principal Accountabilities:
Work Management:
Acquire new to bank customers and identify existing customers from the
database to sell CBD products to increase customer base and cross-sell ratio.
Achieve STAR Threshold targets for asset and liability products which are
defined in STAR Incentive Program.
Personal Loans/Finance
Fresh/Buy Out/Top up
Expats, Long & Short Tenure UAE Nationals
Conventional Credit Cards (Primary & Supplementary)
Islamic Credit Cards (Primary & Supplementary)
Auto Loans
Overdraft
NTB
Deposits
Deal with CBD Personal and Direct segment customers on revenue generating
transactions such as Investment, FX and BANCA
Follow up and close sales leads referred by Call Center, other segments, etc.
Refer Mortgage cases to related Direct Sales Team
Proactively call and visit existing/new customers (outside the branch) and
make agreed target number of appointments per week to review customer needs
and make sales of other suitable CBD products.
Review walk in customer needs and make sales of suitable CBD products.
Ensure that all product applications are filled completely and accurately
without any missing required document.
While onboarding customers, ensure capture of all customer and account
information into the BPM & CVXR systems accurately.
Attend weekly and monthly team and area sales meetings to review performance
and share best practice ideas.
Ensure a consistently high level of customer service is maintained at all
times.
Service and Quality:
Proactively help customers to reduce their waiting time.
Ensure customers are on-boarded (new accounts) and served within prescribed
SLAs.
Ensures that all customer problems/complaints/queries are handled efficiently
and according to standards and high level of service quality using the
Operational CRM System.
## **DESCRIPTION** **Job Purpose:** ** ** Responsible for end to end sales of assets and liability products. The job holder is also responsible for addressing customer queries and ensuring high customer service quality at all times. ** Principal Accountabilities:** Acquire new to bank custo…
## **DESCRIPTION** **Job Purpose:** ** ** Responsible for end to end sales of assets and liability products. The job holder is also responsible for addressing customer queries and ensuring high customer service quality at all times. ** Principal Accountabilities:** Acquire new to bank custo…
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