The purpose of this role is to build the Business, Deepen Relationships and Managing Key and Potential Customers from sales of Liabilities, Acquisitions, Cash Management, Credit Card and Retail Products to maximize revenue by achieving sales targets.
\nRoles & Responsibilities<\/p>\n
RESPONSIBILITIES
\nBuilding relationship with a portfolio of customers assigned to become a first point of contact for their banking needs.
\nGrow the CASA of the existing client portfolio as per the target given.
\nTo meet the fee income goal through the existing clients portfolio.
\nTo provide a personalized and committed banking services to the customers in the portfolio, such as reviews on customers\u2019 accounts and giving each customer the opportunity to make informed choices on their everyday banking.
\nIdentification of cross-selling opportunities in the customer portfolio assigned.
\nDeveloping and maintaining a sales\/queries management data base which can be used for review purposes, analysis of branch performance and reflection for improvement
\nWorking with branch managers to anticipate key issues, identifying useful opportunities and offering professional expertise\/solutions to all stake holders.
\nUse referral from existing clients in the portfolio to open new client accounts
\nHave a good understanding of all products\/services offered by EXIM to be able to serve the client better
\nPrepare Position reports to the Branch Manager<\/p>\n
\u00a0
\nQUALIFICATION AND EXPERIENCE REQUIRED<\/p>\n
University degree in Business Administration or Economics and relevant professional qualifications in banking, finance or marketing
\nMinimum of three years relevant working experience in a similar position
\nComputer literacy and knowledge of new evolving technology systems<\/p>\n
COMPETENCY REQUIRED<\/p>\n
Ability to assess customer needs and develop products that suits their needs
\nSelf-confident, ambitious, willing to take challenges
\nHigh energy level and aggressive
\nSelf motivated, fast learning with a proven ability to work independently under pressure and high efficiency
\nExperience in structured trade finance, syndication and project financing will be an added advantage
\nPosses in depth understanding and knowledge of retail banking Products viz (liabilities, acquisitions, cash management, credit cards, sales products etc)
\nProven sales experience in a client relationship role within retail banking<\/p>\n
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