Sales Coordinator.Injaz - RBG - Loan DST - DXB.Retail Banking Group
Skills
About This Role
Job Purpose
- To provide critical sales support to the Direct Sales team to achieve business goals
- Support Managers on delivery of required targets agreed with the business/department head.
- Closely work with CIBG/SME/Other Partners to facilitate Company-based Bulk account opening, Fulfillment and Activation
- Review department submission with an objective to reduce error rate and rework in line with the lean strategy adopted by RBG
- Maintain robust engagement with key stakeholders critical for sales closure, and thus support sales team in achieving the set targets
Key Result Areas
- Pre-screening and Conducting system checks on applications to ensure alignment to process and policy requirements
- Robust MIS and Tracking of all applications & supporting NSM in delivery of MI, critical for internal sales monitoring
- Support sales team in Fulfillment of Pay orders and clearance letters at Other Banks
- Chub management - Safe custody of documents submitted by respective sales officers/Advisors
- Co-ordinate with sales teams and prepare mandatory reports on deferrals, buyouts, mystery shopping or any other ad hoc reports whenever required
- Monitor & follow up with sales staff on CRM leads & ONR
- To co–ordinate with the sales teams on pending issues related to complaints, mis selling or fraud
- Support in reducing error rate in submissions to increase efficiency as per the lean principles
- To promptly manage issues highlighted by sales team related to customers, to avoid complaints
- Handling all office equipment for required maintenance support
- Follow up with Sales staff on mandatory trainings
- Facilitate system accesses for new joiners and access management/asset take over and reconciliation for staff exits
- Working within policies and procedural parameters as per Audit requirements
- Working in coordination with the Admin/HR/Operations team
Knowledge, Skills and Experience
- Graduate with 3-year work experience in a financial institution within Sales management
- Excellent Stakeholder/People management skills.
- Expert knowledge on different Sales Management Techniques.
- Fair knowledge on credit compliance and risk management.
- Knowledge of Sales Operation Procedures and Policies.
- Communication, interpersonal & negotiation skills required; Adept computer skills.
- Adaptable and versatile.
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