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Job Description
- The role holder is responsible for providing assistance in selling various FGB personal banking products and ensuring optimal level of customer services through face-to-face sales calls and on the telephone.
Core Responsibilities
- Customer Acquisition
- Identify and understand the needs of the customer.
- Manages selling of various products in professional manner.
- Ensures accuracy of all bank forms and documents executed by the customer.
- Ensures optimal utilization of all sales tools and resources.
- Documents and maintains all records of sales activities and provide updates as per requirement.
- Administers all sales process and maintain records for same.
- Ensures assigned customer acquisition targets and budgets are met.
- Manages various documents for all sales sources efficiently.
- Participates in all departmental meetings and product training.
- Customer Service Administers and ensures compliance to all sale objectives.
- Monitors all customer queries and ensure timely response to all issues.
- Coordinates with customers to provide various products and facilities and provides information on
all required supporting documentation. - Ensures timely processing of all initiated customer transactions.
- Maintains and updates knowledge on all FAB products and services.
- Maintains knowledge on all competitor products and services and analyses all advantages and
disadvantages for various products. - Internal Collaboration
- Adheres to service level targets and coordinates with other departments to meet client service
expectations. - Engages with key stakeholders including Operations, Technology, Branches, Legal…etc. to
deliver timely and effective level of client experience to FGB customers. - Self-Management Responsibilities
- Defines performance goals at the start of the year in discussion with the reporting manager and
ensures that the goals are achieved during the course of the year. - Identifies the training and development requirements for self and agrees on them with the
reporting manager to ensure that the required trainings are arranged and attended. - Strives to achieve the highest levels of proficiency on all the competencies and skills required to
perform the role. - Keeps abreast of professional developments, new techniques and current issues through continued education and professional growth.
Job Requirements
- Bachelor’s Degree in Business Administration, Finance, Banking or a related major field of study is preferred.
- Minimum of 1 year of experience in a sales role.