Branch Business Consultant – SME Banking Telesales Agent

Principle Accountabilities

Cross selling of HFC Banks products by establishing new relationships in order to grow both assets and liabilities book.
Maintaining customer relation by regular contact to ensure customer satisfaction business continuity
To review account opening forms and loan applications by scrutinizing the documents to ensure they are KYC Compliant.
To check data entry by verifying the data captured against source documents to ensure accuracy in data capture.
To analyze mortgage loan applications by interviewing the customers.
To identify customers borrowing needs by interviewing so as to ensure selling of the right mortgage product.
To safeguard bank assets by being a dual custodian to minimize frauds and losses

Key Competencies and Skills

Selling skills
Analytical skills
Negotiation skills
Supervisory skills
IT skills
Report writing
Communication skills
Product knowledge  
Teamwork
Listening skills

Minimum Qualifications, Knowledge and Experience

A Business-related degree
3 years in Banking Industry

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