Retail Banking Sales Officer

Job Role/ Key Daily Deliverables:

• Achieve established sales targets by preparing weekly, fortnightly and monthly sales and lead plans.
• Customer profiling , create customer profiles (customer name, age, occupation, family members, birthdays, anniversaries, etc.) and identify sales and service opportunities through these profiles.
• Deliver excellent customer service that ensures ongoing sales and high level of customer satisfaction.
• Work with NTB (new to bank) customers to determine their needs and then recommend the right product and service.
• Closely work with t he Branch Operations team, Product and Marketing while sourcing CASA/TD business.
• Develop and cultivate strong buying relationships with customers.
• Use Bank literature and available training resources to stay updated on product features.
• Catchment Mapping - Identify and map key areas that meet SVC Bank profile customers Conduct activities and lead generation camps in co-ordination with branches and their catchment areas to increase customer reach and sales.
• Cross sell opportunities in Advances and TPP for the Bank.

Key Performance Indicators:

• Submit DSR to reporting authority daily.
• Conduct activities as per plans with reporting authority.
• Keep oneself updated with regards to changes in product features, fixed deposit rates etc. of SVC Bank and Competition.
• Monitor and report on the activities of competitors and potential collaborators and identify business opportunities and threats.

Key Daily Activities:

• Number of new CASA accounts opened.
• Total value growth in GL book of deposits in new CASA accounts.
• Total Book growth in TD (GL) in new TD accounts.
• Retention rate of newly acquired accounts (accounts active after 6 months).
• Cross-selling of other products in value (e.g., HL, GL, LI policy & Retail loan growth).
• Customer satisfaction Scores