Personal Banker.Injaz - RBG - DST OMNI 2 - ADH.Retail Banking Group
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Key skills for this role
About the Role
Mashreq is seeking a Personal Banker to sell retail banking products to prospects and maintain client relationships. The role involves achieving monthly sales targets, prospecting, conducting marketing activities, and ensuring compliance.
Key Skills for This Role
Responsibilities
- Achieve monthly sales targets in the financial year
- Prospect in targeted segments through phone calls and face to face visits
- Present and sell all personal banking products and services to potential customers
- Conduct micro marketing activities including Kiosk activities and direct marketing
- Handle objections to get customers to buy or transfer payroll
- Ensure end to end customer TAT is met with quality adherence
- Ensure strict compliance with bank policy regarding product, KYC, FATCA, AML CTF
- Record all sales activities in Daily Sales Reports and update CRM
- Participate in team activities like morning huddles, training, and coaching
Requirements
- Any discipline with 1 year sales experience
- Basic knowledge of products, service policies and processes of Retail Banking
- Sales profile requiring confidence, persistence, personality and verbal/written skills
Full Job Posting
Role Overview
- Sell entire range of personal banking products to potential retail prospects and maintain strong relationships with existing clients.
Key Responsibilities
- 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
- 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
Qualifications
- Sales profile that require confidence, persistence, personality and verbal written
- Basic knowledge of products, service policies and processes of Retail Banking
- Any discipline with 1 year sales experience
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