Job Purpose:
You will be responsible for providing Elite customers with a personalised
banking service, including investment advice and achieve financial budgeted
target
Principal Accountabilities:
Make Elite asset, liability and investment product sales to meet given target
Ensure that all product applications are filled accurately, within the agreed
timeframe and all the required documents are obtained to avoid re-work
Ensure that all customer applications submitted are within CBD policy
guidelines.
Proactively call existing Elite customers and make agreed target number of
appointments per week to review customer needs and make sales of other
suitable Elite products
Will meet relevant Elite customers at suitable external locations as required,
in order to build relationships, provide service, make and close sales of
Elite asset, liability and investment products
Coordinate with Special Accounts Unit (Recovery) to implement agreed actions
in respect of Elite irregular accounts
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
Achieve financial budgeted target of Elite Senior Relationship Manager role
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