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Senior Personal Banker- Loan DST - DXB

Mashreq, UAE4 weeks agoEntry
Entryfulltime

Skills

CRMPayrollScala
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Via LinkedIn·

About This Role

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 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.

Problem Solving

  • Sales require understanding customers’ individual financial circumstances.
  • Responsible for assisting staff and customers in achieving their goals and objectives.

Decision Making Authority & Responsibility

  • Responsible for honestly assisting the customer in achieving his objectives through courteous and friendly service, accurate promises keeping within the service delivery standards set by the bank.
  • Should have complete product & policy information to ensure necessary documents are provided by the customer before submission to ensure smooth TAT.

Knowledge, Skills And Experience

  • Sales profile that require confidence, persistence, personality and verbal written
  • Basic knowledge of products, service policies and processes of Retail Banking.
  • Any discipline with 2 years sales experience

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