Data Led Engagement and
Sales Agent
Job Description
SALES TO RETAIL CUSTOMERS TIME SPLIT 60%
Deliver exceptional sales performance by identifying and
meeting customer needs through selling & cross selling of all Absa Bank
Retail products and services.
Have the ability through
cross-sell to provide a full value-added offering to customers utilising
multiple channels, including digital
Provide direct “hands on” sales
support through lead actioning and conversion of provide data sets.
Participate in specific product
campaigns by ensuring that the products are explained to customers.
Agree, meet, and exceed targets
for specific sales campaigns.
Maintain own sales performance
statistics for management information usage through maintaining sales logs.
Analyze sales achieved against targets agreed on a daily basis. Include action
plans to address any shortfalls in sales.
Own and manage personal products
& channel sales targets to contribute towards the direct sales objectives
and targets.
Refer to the appropriate area of
delivery for specialist product help or advise (e.g., Schemes or Mortgage) when
uncertain about the product delivery or application process. Respond directly
to the customer.
Guide the customers through
digital account opening process end to end and maintain the digital led
relationship customer management. Call customers when their accounts have been
opened and provide the customer with contact information for the branch at
which their account is held.
Check on assigned client’s
profile for possible cross sell opportunities.
Actively seek to grow own
portfolio and cross sell to ensure delivery of set Targets deepen, customer
relationship and drive business targets on account activation, win back and
balance sheet growth.
CUSTOMER SERVICE TIME SPLIT 15 %
Have an understanding of all
Retail and Business Banking products that could satisfy customer requirements
Own customer queries and
complaints around digital account opening, loans, cash on call and card
applications and resolve in a timely manner. Escalate any unresolved queries,
or queries not resolved in a short period of time to the Line Manager.
Provide customers with accurate
information on the banks products and services including disclosing all
charges, terms and conditions.
Build relationships with
internal service providers (Credit Operations) to ensure a quick turnaround
time of escalated queries and complaints.
Advise customers as soon as new
loans are approved and encourage draw-downs on the new loans.
OPERATIONAL RIGOUR, COMPLIANCE AND CONTROLS TIME SPLIT 15 %
“Ensure that all activities and duties are
carried out in full compliance with regulatory requirements, Enterprise-Wide
Risk Management Framework and internal Absa Policies and Policy Standards.
Understand and manage risks and risk events (incidents) relevant to the role.”
Ensure accuracy of each new
account application, loan document, Absa card application and all other
customer documents. Lead Generators (LGs) are held personally accountable for
accuracy and quality of these and supporting documents that they complete and
submit.
Achieve operational rigors
excellence in all aspects of procedures and processes personally undertaken.
Ensure adherence to the group
service standards.
Follow the Retail end to end
account opening ensuring new accounts are authorized and KYC compliant.
Escalate any items that exceed the agreed service level timelines or where
there are unresolved KYC requirements, to the Line Manager.
Comply with general Absa
operational risk & rigors requirements e.g., Health & Safety standards
and security of premises, KYC and anti-money laundering regulations.
CONTRIBUTE TO THE DEVELOPMENT OF THE TEAM/PERSONAL DEVELOPMENT
TIME SPLIT 10%
Share knowledge and experience
with other Lead Generators in the team.
Provide cover for other Lead
Generators in case of excessive workload or absence.
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