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Description
Key Responsibilities
- Develop and Implement sales strategies to achieve sales targets.
- Identify, onboard and maintain new/existing client relationships.
- Prepare and deliver sales presentations and proposals to prospective clients.
- Collaborate with other departments within the bank to ensure customer satisfaction.
- Adhere to all company policies, procedures, and business code of ethics.
- Drive uptake of various SME solutions including but not limited to transactional, lending, investments, insurance and trade solutions.
- Obtain and share client product satisfaction with business.
- Pre- profiling of new customers to obtain feedback on their product uptake experience.
- Ownership to resolve any problems/complaints obtained from customers contacted.
- Life stage probing of customers into potential future needs, positioning of the bank product offering and logging any leads as expected.
- Compile common service breakdown points aimed at process improvement.
- Responsible for the adoption of Compliance, Anti-Money Laundering and Sanctions related requirements contained in bank policies, procedures and processes and subsequently, where necessary, escalating to the line manager/ Supervisor.
Key performance measures
- Customer Growth through new to bank client onboarding
- Financial Performance – Contribute towards a sustainable balance sheet and P&L growth through meeting sales budgets across various product lines. Increase revenue through maximizing cross-selling opportunities to drive additional solutions and identify sales leads during interactions with clients.
- Risk and compliance – Ensure onboarding of quality business through conduct of necessary due diligence. Ensure booking of quality loans and tracking of performance post drawdown. Ensure no reputation / legal risk through the strict following of KYC and AML guidelines and correct provision of information to clients.
- Business Process Improvement through identification of service breakdown and proactively addressing various client pain points.
- Learning and growth – Enhanced product and process knowledge through continuous learning.
Requirements
Minimum Qualifications: Degree in business relevant field
Minimum Experience: Sales experience in Banking, Sacco, microfinance or any other type of financial institution
Knowledge, Skills & Abilities:
- Sales skills
- Banking process & procedures
- Code Ethics
- Basic computer literacy
- Time management
- Attention to detail
Key Competencies
- Strong communication and interpersonal skills.
- Passionate about sales and service.
- Target driven.
- Ability to listen and probe effectively to determine customers’ real needs.
- Ability to provide accurate information.
- Ability to work in a team and individually.
- Focuses on getting things finished.
- Ability to handle pressure/conflict.
- Self-motivated.
- Integrity and honesty.
- Proficient in time management; the ability to organize and manage multiple priorities.
- Ability to work independently and in a team environment
- Flexibility to adapt plans/challenges as they arise as well as work under pressure.
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How to Apply
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