JOB SUMMARY / INTRODUCTION
- Meet and exceed monthly and annual sales target objectives.
- Ensure penetration in the market through focus on New To Bank acquisition as well as solicit existing clientele.
- Do proper analysis of the case and provide all related information of the customer after the field visit is done.
- To be familiar with all policies, products and processes to ensure superior client on boarding experience.
- To proactively participate in Learning, Development and training programmes of the bank in order to be an effective sales personnel.
- Ensure strict adherence to all KYC, Compliance policies and other processes as stipulated.
KEY RESPONSIBILITIES
Financial
Accomplish set sales and revenue objectives for all Products as per set business plan.
- Achieve monthly & annual set KPI objectives for MBBF as per the assigned role.
- Focus on New To Bank acquisition along with leveraging existing client base.
- To leverage on cross sell opportunities to ensure higher revenue per customer.
- Maintain Daily Sales Reports on sales performance for review by team leader and manager assets.
Learning & Growth
Participate in the assigned People Development and L&D programmes. Take accountability for own development by active enrolment and participation with close coordination with respective Team.
- To ensure participation in assigned training, Learning & Development programmes.
- Awareness to competition offerings and offer suggestions to line manager to improve product/processes.
Internal Processes
Ensure implementation of prescribed Sales & Compliance processes as per Bank’s policies. Implement governance & controls to proactively identify, manage and minimize/mitigate potential losses to the franchise within respective Area.
- Adhere to Risk Control Assessment process across all areas of Business Banking Department – Selling, Client Onboarding, Fraud Control, Client Application & KYC Documentation etc.
- Adherence to all prescribed internal processes to ensure satisfactory Audit Ratings by adherence of all prescribed processes.
