About this role
Sell entire range of personal banking products to potential retail prospects & to maintain strong relationships with existing clients of the bank.
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/System 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.
KNOWLEDGE, SKILLS AND EXPERIENCE
- Sales profile that require confidence, persistence, personality and strong verbal & written skills
- Basic knowledge of products, service policies and processes of Retail Banking.
- Any discipline with 2 years sales experience
Other facts
About Mashreq
Disclaimer: Mashreq will never ask for your bank related information via phone call, SMS or email. We will also never contact you from a mobile number to resolve your query.
Welcome to the LinkedIn page of Mashreq. More than half a century old, we proudly think like a challenger, startup, and innovator in banking and finance, powered by a diverse and dynamic team who put customers first. Together, we pioneer key innovations and developments in banking and financial services. Our mandate? To help customers find their way to Rise Every Day, partnering with them through the highs and lows to help them reach their goals and unlock their unique vision of success. Join Mashreq and find your way to Rise Every Day.
What you'll do
- The Senior Personal Banker is responsible for selling personal banking products and maintaining relationships with clients. They must achieve sales targets and ensure compliance with bank policies.
Ready to join Mashreq?
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