What You’ll Be Doing:

•    Achieve budgeted sales and service targets within acceptable risk standards.

•    Regularly review customer portfolio to identify potential sales/business opportunities/ cross sell existing products. 

•    Manage a designated portfolio of customer relationships to identify and address customer needs, ensuring that the overall service provided is in line with customer expectations and the terms of the service offer. 

•    Carry out all tasks ensuring all activities are completed within timescales and with a high degree of accuracy, whilst providing excellent customer service to both external and internal customers and adhering to all appropriate process and procedures.

•    Always comply with the Staff Code of Conduct to ensure a positive image of the Bank is presented to all customers both internal and external.

•    Ensure that the business is booked as per laid down procedures and guidelines and due diligence is carried out with respect to money laundering and other regulatory requirements.

•    Provide specialist information, guidance and advise to customers through the delivery of excellent customer service to resolve customer queries and achieve customer satisfaction. 

•    Perform any other duties or tasks as required or instructed by the line manager to support the efficiency and output of the department.

•    Manging the portfolio allocated in a timely manner to avoid delay or complaint.

•    To ensure the client communication and query resolution is aligned with the internal process and TAT.

•    Work closely on the client requests/query error free (Mission Zero)

 What We’re Looking For:

Minimum Qualification : Bachelor's degree.

Minimum Experience: Minimum of 02 years’ experience in banking or financial services, with a focus on relationship management.

COMPETENCIES: 

•    Oral and Written Communication 

•    Sales Acumen 

•    Relationship Management 

•    Banking process and knowledge