Relationship Banker - Loan DST

Sell entire range of personal banking products to potential retail prospects & to maintain strong relationships with existing clients of the bank.

• 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.

  
  

• Relationship manager (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.

• Sales profile that require confidence, persistence, personality and verbal written 

  
  

• Basic knowledge of products, service policies and processes of Retail Banking.

  
  
• Graduate from any discipline with 2 years banking sales experience