Relationship Officer - POS Loans/Merchant Acquiring
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Key skills for this role
About the Role
Achieve sales targets through client acquisition, ensure compliance, provide excellent customer service, and participate in training programs for continuous development.
Key Skills for This Role
Full Job Posting
Job Purpose
- Meet and exceed monthly and annual sales target objectives
- Ensure penetration in the market through focus on New To Bank acquisition as well as solicit existing clientele
- Do proper analysis of the case and provide all related information of the customer after the field visit is done
- To be familiar with all policies, products and processes to ensure superior client on boarding experience
- To proactively participate in Learning, Development and training programmes of the bank in order to be an effective sales personnel
- Ensure strict adherence to all KYC, Compliance policies and other processes as stipulated
Financial
- Accomplish set sales and revenue objectives for all Products as per set business plan.
- Achieve monthly& annual set KPI objectives
- Focus on New To Bank acquisition along with leveraging existing client base
- To leverage on cross sell opportunities to ensure higher revenue per customer
- Maintain Daily Sales Reports on sales performance for review by team leader and manager assets
Customers
- Be commercially effective in the role and consistently keep customer/client as focus & ensure excellent customer service by delivering quality client on-boarding experience.
- Ensure thorough knowledge of all product, policies and processes in order to achieve superior client on boarding experience
- To ensure no mis selling to customers by offering products/services transparently as per customer requirements
- Understand and resolve/escalate customer redresses to ensure timely resolution
Learning & Growth
- Participate in the assigned People Development and L&D programmes.
- Take accountability for own development by active enrolment and participation with close coordination with respective Team
- To ensure participation in assigned training, Learning & Developemet programmes
- Awareness to competition offerings and offer suggestions to line manager to improve product/ processes
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