Senior Personal Banker- Loan DST
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Key skills for this role
About the Role
Mashreq Corporate & Investment Banking Group is seeking a Senior Personal Banker to sell personal banking products and maintain client relationships. The role involves achieving monthly sales targets, prospecting, and ensuring compliance with bank policies.
Key Skills for This Role
Responsibilities
- Achieve monthly sales targets in the financial year
- Prospect in targeted segments via phone calls and face to face visits
- Present and sell personal banking products to potential customers
- Manage a portfolio of approved companies by developing key contacts and relationships
- Conduct micro marketing activities including kiosk and direct marketing
- Ensure end to end customer TAT and quality adherence
- Ensure compliance with bank policies on KYC, FATCA, AML CTF
- Record sales activities in Daily Sales Reports and update CRM
Requirements
- 2 years of sales experience
- Good knowledge of retail banking products, service policies, and processes
- Confidence, persistence, and strong verbal and written communication skills
Full Job Posting
Job Overview
- Sell entire range of personal banking products to potential retail prospects and maintain strong relationships with existing clients.
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.
- Responsible for honestly assisting the customer in achieving his objectives through courteous and friendly service.
Qualifications
- Sales profile that require confidence, persistence, personality and verbal written.
- Good knowledge of products, service policies and processes of Retail Banking.
- Any discipline with 2 years sales experience.
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