About this role
KEY RESULT AREAS • Achieve monthly sales targets in the financial year. • Prospect in targeted segments that require meeting standards in phone calls, and face-to-face visits. • Present and sell all personal banking products & services to potential customers in an ethical structured & professional manner. • Relationship manage (where required) a portfolio of approved companies by developing key contacts and relationships • Conducting micro marketing activities that include Kiosk activities and other direct marketing activities. • Handling objections with a view to getting the customer to buy or company to transfer payroll. • Ensure End-To-End customer TAT is met for all applications submitted with quality adherence as per target guidelines. • Ensure strict compliance with the Bank’s policy with regards to product, customer KYC, FATCA, AML CTF and third-party channel interactions. • Record all sales activities in Daily Sales Reports and update CRM for leads and contacts. • Participate in all Team Activities like morning huddles, training and coaching, complete mandatory compliance and fraud trainings, Lean & rewards celebrations. Ensure the highest ethics, standards and integrity are followed and immediately escalate any suspected or actual breaches to Senior Management, Governance, as may be required. PROBLEM SOLVING • Sales require understanding customers’ individual financial circumstances. • Responsible for assisting staff and customers in achieving their goals and objectives. DECISION MAKING AUTHORITY & RESPONSIBILITY • Responsible for honestly assisting the customer in achieving his objectives through courteous and friendly service, accurate promises keeping within the service delivery standards set by the bank. • Should have complete product & policy information to ensure KNOWLEDGE, SKILLS AND EXPERIENCE • Sales profile that require confidence, persistence, personality and verbal written • Basic knowledge of products, service policies and processes of Retail Banking. • Any discipline with 2 years sales experience