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Financial Access Sales Officer Job
Finance Jobs. Stan Consulting Group Limited Jobs
Roles/Duties & Responsibilities
- Identify and understand the need of the customer and ensure profile falls within focus segment.
- Sell the Banks Products proactively to existing/new/prospective customers.
- Obtain relevant documents on all accounts opened.
- Ensure accuracy of all bank forms and documents executed by the customer.
- Ensure timely submission of all forms and documents to relevant internal unit for processing.
- Ensure timely processing of all initiated customer transactions, with specific emphasis on account opening, cheque book issuance and debit card request.
- Visit and or call customers regularly with a view to establish good relationship.
- Review customer position daily and note inflows and unusual outflows for follow-up with the concerned customer.
- Monitor maturing fixed deposits and investments and communicate customers at least a week before maturity with a view to securing their approval to roll over the deposits.
- Cross sell opportunities identified should be referred to the Team Lead
- Update call memo on a daily basis.
- Participate in tactical sales/marketing activities, e.g. market storms.
- Ensure assigned sales target and budgets are met.
- Provide daily, weekly and monthly reports on sales activity and challenges
- Ensure timely submission of weekly plan and achievement report to the Team Lead.
- Participate in weekly/monthly sales performance review meetings.
- Perform any other duty as may be assigned by the Team Lead
Skills & Qualifications
- Bachelor’s degree on any business-related discipline, a degree in Marketing will be an added advantage
- Minimum of one year in the banking /Financial Sector
- Required Knowledge, Skills and Abilities Relationship Management
- Customer Service Orientation
- Industry Knowledge
- Legal Statutes & Banking Regulations/ Compliance Management
- Oral Communication
- Analytical Skills
- Problem Solving
- Proficiency in Microsoft Office Suit ( Word, Excel & PowerPoint)
- Planning & Organizing skills
- Entrepreneurship Skills
How to Apply
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