Position Overview
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.
- Conduct micro marketing activities that include kiosk activities and other direct marketing activities.
- Handle 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, ...