Business Development Officer- SME - Sales
75% Get Rejected
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60 seconds. $3.99 one-time.
• The Key Performance Indicators (KPI) for this role include:
• Sourcing new to business banking current accounts
• Ensuring the account is funded as per expectations defined in KPI
• Generate Fee income for the bank including:
• Foreign Exchange
• Trade
• Bancassurance
• Deposits
• Prospect in targeted markets that require meeting standards in phone calls and face-to-face visits.
• Present and sell all business banking products & services to potential customers in an ethical structured & professional manner.
• Achieve monthly sales targets in the financial year.
• Maintaining and developing relationships with customers to enhance the cross-sell opportunities.
• Adhere to Bank's KYC & AML policy.
• Ensure that the KYC guidelines are adhered while onboarding the business banking customers
• Conducting micro marketing activities that include participation in various Business Banking events and other direct marketing activities.
• Handling objections with a view to increase take-up rates.
• 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.
Requirements
- •Source new to business banking current accounts
- •Ensure accounts are funded as per expectations
- •Generate fee income (Forex, Trade, Bancassurance, Deposits)
- •Prospect in targeted markets (phone calls, face-to-face)
- •Present and sell business banking products
- •Achieve monthly sales targets
- •Maintain and develop customer relationships
- •Adhere to KYC/AML policy
Nice to Have
- •Complete mandatory compliance and fraud trainings
- •Lean rewards celebrations
Responsibilities
- •Conduct micro-marketing activities and participate in events
- •Handle objections to increase take-up rates
- •Record all sales activities in Daily Sales Reports
- •Update CRM for leads and contacts
- •Participate in team activities (huddles, training, coaching)
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60 seconds. $3.99 one-time.