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Senior Personal Banker- Loan DST
Mashreq · United Arab Emirates
About The Role
Sell entire range of personal banking products to potential retail prospects & to maintain strong relationships with existing clients of the bank.
KEY RESULT AREAS
- Achieve monthly sales targets in the financial year.
- Prospect in targeted segments that require meeting standards in phone calls, and face-to-face visits.
- Present and sell all personal banking products & services to potential customers in an ethical structured & professional manner.
- Relationship manage (where required) a portfolio of approved companies by developing key contacts and relationships.
- Conducting micro marketing activities that include Kiosk activities and other direct marketing activities.
- Handling objections with a view to getting the customer to buy or company to transfer payroll.
- Ensure End-To-End customer TAT is met for all applications submitted with quality adherence as per target guidelines.
- Ensure strict compliance with the Bank’s policy with regards to product, customer KYC, FATCA, AML CTF and third-party channel interactions.
- Record all sales activities in Daily Sales Reports and update CRM/System for leads and contacts.
- Participate in all Team Activities like morning huddles, training and coaching, complete mandatory compliance and fraud trainings, Lean & rewards celebrations.
- Ensure the highest ethics, standards and integrity are followed and immediately escalate any suspected or actual breaches to Senior Management, Governance, as may be required.
KNOWLEDGE, SKILLS AND EXPERIENCE
- Sales profile that require confidence, persistence, personality and strong verbal & written skills
- Basic knowledge of products, service policies and processes of Retail Banking.
- Any discipline with 2 years sales experience
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