Deliver budgeted volume and revenue from existing and new customer base with the agreed KPI Retain and nurture portfolio: Deliver on agreed portfolio growth, cross sell targets and cross sell ratios Ensure agreed customer service standards are adhered to at all times. Pro-actively work on ways to enhance the customer service experience. Assist Line manager with developing campaigns designed to achieve financial targets Keep the team motivated at all times Monitor and review the daily activity of the team and maintain call reports and MIS. Monitor daily proposals and the booking of the team. Maintain and develop relationships with business community. Look at new potential clients to work with where there is good potential for the bank to penetrate. Ensure discipline is instilled in the sales team with respect to corporate standard guidelines.Key Result Areas:
Responsible for meeting/exceeding sales/revenue targets as defined in agreed KPIs: Revenue Growth (NFI) & (NII)
as well as Cross Sell Targets.
Responsible for defining and meeting key service indicators to ensure we are best in class at all times in service
delivery.
Ensure customer satisfaction by supporting & overseeing the activities performed by the frontline staff to ensure
error free transactions.
Ensure that New to Bank and cross sell targets are aligned with overall business targets
Ensure full awareness of all policies related to operational risk, sales processes, miss-selling; and avoid these at all
costs.
Retain customers through complaint resolution and other enquiries in coordination with other units.
Ensure that 50%-70% of time is spent with clients for business development.
Continuously monitor financial health of clients (portfolio) and ensure retention of key accounts at all costs.
Work closely with Compliance and Risk to ensure all queries/outstanding requirements are fulfilled within agreed time
frames.
Develop daily /weekly call reports and sales plans
Ensure non transacting relationships are activated on regular basis
Ensure all possible opportunities are explored to retain the client before he exits the relationship with the bank.
Work proactively with Branch Service team and product managers to ensure the right retention policy is in place.
Competencies/Skills
Candidate should be from Financial industry with minimum of Bachelors degree, Masters will be preferred.
Over all 3-4-year experience of banking is a must and should currently be in a similar role for at least 1-2 years
Hands on experience and complete understanding of corporate/SME industry.