1. Present financial products to clients using the authorized techniques in order to meet customer’s needs and preserve market share.

2. Initiate efficiently and professionally new customer accounts to increase revenues.  

3. Ensure the delivery of all the required documents in a timely manner to maintain accurate records in alignment with work policies and procedures. 

4. Prepare sales reports to advise Direct sales supervisor stating sales progress in order to support further decision making.

5. Attend regular meetings with Direct Sales Supervisor to review weekly/ daily/ monthly sales activities, progress on goals, and status of prospective customers.  

Compliance

6. Complies with all relevant CBE regulations, banking law, AML regulations and internal  policies and code of conduct in order to maintain  sound legal position and mitigate any potential risks.