Principle Accountabilities
Sales
Ensure that reactive and proactive
approach is taken to prevent customer attrition.
Understand needs of customers by
actively providing quality sales service.
Proactively explain the respective
banking products that fit the client’s needs e.g. type of account and its
features, products offered and charges payable.
Cross sell and upsell all products.
Provide feedback on assigned leads and
take note of customer complaints/ compliments.
Service
Ensure an excellent customer
experience during telephone conversations as well as when offering any other
service.
Maintain high level of professionalism
in all telephone conversations both inbound and outbound.
Address any issues or concerns that
the customer may raise.
Manage post sale relationships.
Conduct care calls to customers.
Controls
Ensure customer due diligence is
applied when onboarding clients.
Reporting of suspicious transactions
or activities.
Ensure sales processes are followed to
avoid miss-selling.
Ensure proper time and resources
management.
Using the working tools availed for
the intended purpose. This will include Core Banking System, Workflow
Management Systems or any other system availed in the course of day-to-day
duties.
KYC Compliance.
Understanding of bank’s operations and
complying with set governance rules and internal policies, not limited to but
including the code of conduct.
Key Competencies and Skills
MS Office Proficiency
Product knowledge
Analytical Skills
Interpersonal skills
Communication skills
Negotiation and Selling Skills
Customer Etiquette
Great command of the national
languages
Self-motivated & result oriented
Ability to communicate comfortably at
all levels
A team player
Achieving set goals
High levels of discipline, integrity
and professionalism
Excellent time management skills
Minimum Qualifications, Knowledge and
Experience
Minimum of a Diploma in Marketing and
Sales or other related fields.
A degree is an added advantage.
Minimum one-year Sales experience with
relevant experience in Customer Service.
How To Apply