KEY RESPONSIBILITIES
Sourcing prospective customer leads from various sources such as referrals, cross-selling opportunities, sales activations organized by the bank or sales leads provided by the bank.
Explaining the features of the products to prospective customers in line with product features and Treating Customers Fairly Guidelines provided by the bank.
Guiding customers on how to fill in applications for the respective product the customer would like to purchase.
Reviewing of the application and documentation provided by the customer to confirm accuracy.
Authentication of customer details by checking the original copies against photocopies of documents provided e.g. National ID and passports.
Forwarding completed applications to the relevant Sales Manager or Retail Support Team, within 24 hours of sign-off by the customer.
Prospecting customers for any other Bank products, suitable to their needs.
Ensuring safe custody of customer documents under their care.
Forwarding customer feedback or complaints to the respective Sales/Branch Manager.
Sharing market or competitor information from the field to the leadership to improve the bank’s products.
DAILY RESPONSIBILITIES:
Selling of Bank products.
Participating in Bank Sales Campaigns.
Cross-selling Bank products and educating customers who have taken up a product on the features (including product demonstrations).
Receipt of customer applications and forwarding the same to the stipulated retail support team within 24 hours of sign-off by the customer.
Ensuring Proper documents and KYC as per stipulated standards.
Provide regular Sales reports.
QUALIFICATIONS AND EXPERIENCE
The successful applicants should:
Be a graduate from a recognized university.
Have at least 2 years working experience in Sales.
Apply via :
eoin.fa.em3.oraclecloud.com