Sales
* Manage a portfolio of customers achieving revenue goals, sales/service and portfolio growth targets across a range of products and services for a specific pre-defined set of customers to create a profitable durable relationship
* Provide the assigned portfolio of intermediate customers with personalized service so as to develop close relationships, achieve maximum profitable contribution for the bank and retain their loyalty
* Maintain a superior customer service experience including pre-empting issues and proactive servicing
* Ensure delivery of customer promise and practice brand values, Continue to maintain and improve the quality of service offered
* Maximize profitability from the priority base
* Actively identify new customers, grow affluent customers portfolio by introducing higher number of 'NTB' 'new to bank' affluent customers
* Up-sell and cross-sell other bank products and services to existing customers
* Minimize customer attrition
* Maintain customer contact
Operation & Service Quality
* Orient and educate the walk-in customers on the use of the self-service zone
* Follow up with others, departments, pipeline credit/ operations dept. on pending cases
* Ensures handling and covering all customer requests / inquiries to deliver services excellence
* Efficiently handles customers complaints , escalating as appropriate
CBE, Compliance, Audit, Procedures
* Responds to Compliance dept. requirements in terms of obtaining proper approvals
* Ensure implementation of all bank policies / procedures / KYC requirements
* Ensure following set procedures as per designation
Qualifications
* Bachelor degree.
* 1-4 years in retail banking, customer service
* GT who passes basic certificate
* Customer service workshops accreditation certificate
* Sales techniques
* Customer service etiquette
* Bancassurance accreditation
* Compliance & Legal
Job Role / Function **Accounting/Banking/Finance** Years of Experience **1 - 2** Career Level **Entry Level** Gender **Unspecified** Expiry date **30 Nov 2022** Job Description * Manage a portfolio of customers achieving revenue goals, sales/service and portfolio growth targets across a range of …
Job Role / Function **Accounting/Banking/Finance** Years of Experience **Unspecified** Career Level **Manager** Gender **Unspecified** Expiry date **30 Nov 2022** Job Description * Manage a portfolio of customers achieving revenue goals, sales/service and portfolio growth targets across a range o…
Job description **Role Purpose :** The Branch Relationship Sales Officer is a customer facing role for junior professionals and fresh graduates. The role holder will be assigned a list of pre-approved companies, through which they will generate revenue, by delivering product recommendations and sal…
#### **Job Description** * Attends weekly meetings and is assigned Ministries, Government, or Public related Institutions and Agencies to target, other general work, and provides Team Leader an update on all accounts and their status as well as new marketing or P&S ideas * Works with Team Leade…
#### **Job Description** * To promote and sell Bank's products and services (Loans and Credit Cards) and establish long term business relation with the Bank's Customers to achieve sales targets and create leads. * Sell Bank Products (Loans and Credit Cards) by attracting new business/customers …