The purpose of this role is to build the Business, Deepen Relationships and manage key and Potential Customers from sales of Liabilities, Acquisitions, Cash Management, Credit Card, and Retail Products to maximize revenue by achieving sales targets.
Roles & Responsibilities
1. Building relationships with a portfolio of customers is assigned to become a first point of contact for their banking needs. 2. Growth of CASAFD and ASSET of the existing client portfolio as per the target given, and Acquisitions of new CASAFD and ASSET customers as per the given budget 3. To meet the fee income goal through the existing client’s portfolio. 4. To provide a personalized and committed banking service to the customers in the portfolio, such as reviews on customers’ accounts and giving each customer the opportunity to make informed choices on their everyday banking. 5. Identification of cross-selling opportunities in the customer portfolio assigned. 6. Developing and maintaining a sales/queries management database which can be used for review purposes, analysis of branch performance and reflection for improvement. 7. Working with branch managers to anticipate key issues, identifying useful opportunities and offering professional expertise/solutions to all stakeholders. 8. Use referrals from existing clients in the portfolio to open new client accounts. 9. Have a good understanding of all products/services offered by EXIM to be able to serve the client better. 10. Prepare Position reports to the Branch Manager
