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Summary
Responsible for acquiring and managing Sales Deposit and Investment products, driving growth within both corporate and individual customer segments.
Meet sales targets/KPIs for Non-Individual (CASATIA & Non-CASATIA) and Individual (CASATIA – New Salary Account (NOA)) customers.
Develop and implement business plans for Deposit Business, including acquisition strategies for new corporate accounts.
Acquire new business and expand relationships within the Non-Individual Market Segment.
Address and resolve customer complaints and queries, ensuring high levels of satisfaction in corporate relationships.
Assist branches with inquiries related to corporate deposit products.
Prepare and submit sales activity reports (SAR) to the Regional Director (RD) and HQ Sales Team.
Ensure that activity (call) reports are prepared after each customer meeting.
Notify and assist State Client Relationship Director (Supervisor) with fraud attempts detected within the specified timeframe.
Ensure compliance with all internal policies, guidelines, and external regulatory requirements.
Conduct market analysis to identify opportunities and inform business strategy.
Report on sales performance, customer feedback, and market trends to supervisor.
Job Requirements
Minimum 5 years of experience in a similar role, preferably in corporate banking or financial services.
Self-motivated, goal-oriented, with a high level of perseverance and a strong drive for results.
Ability to work independently as well as collaboratively within a team environment.
Excellent presentation and negotiation skills, with the ability to effectively communicate with clients and stakeholders.
Strong sales, communication, and interpersonal skills to build and maintain relationships with corporate clients.
Comfortable with technology and electronic banking products, with a good understanding of digital tools in banking.
Resourceful, with a proactive approach to problem-solving and overcoming challenges.
Proven ability to drive sales and achieve business growth targets.#J-18808-Ljbffr