
Senior Personal Banker. - Loan DST - DXB
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• Achieve monthly sales targets in the financial year.
• Prospect in targeted segments that require meeting standards in phone calls, and face-to-face visit
• Present and sell all personal banking products & services to potential customers in an ethical structured & professional manner.
• Relationship manage (where required) a portfolio of approved companies by developing key contacts and relationships
• Conducting micro marketing activities that include Kiosk activities and other direct marketing activities.
• Handling 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, training and coaching, complete mandatory compliance and fraud trainings, Lean & rewards celebrations.
• Ensure the highest ethics, standards and integrity are followed and immediately escalate any suspected or actual breaches to Senior Management, Governance, as may be required.
Requirements
- •Achieve monthly sales targets
- •Prospect targeted segments via calls and visits
- •Present and sell personal banking products
- •Conduct micro-marketing activities
- •Handle objections
- •Meet customer TAT for applications
- •Ensure compliance with bank policy (KYC, FATCA, AML CTF)
- •Record sales activities and update CRM
Responsibilities
- •Relationship manage a portfolio of approved companies
- •Develop key contacts and relationships
- •Conduct micro marketing activities
- •Participate in team activities and trainings
- •Maintain highest ethics, standards, and integrity
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60 seconds. $3.99 one-time.
