Personal Banker

PRIMARY OBJECTIVES:

• To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets.
• To promote and professionally sell a range of retail products to existing and potential customers.
• Acquire and grow branch customers base, ENR, deposits (CASA/FD) and fee income.
• Participate in branch/region/bank sales activities and campaigns to achieve deliverables.
• Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals.

Sales Planning & Activities

• Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads.
• Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention.
• Plan and identify cross selling/up selling to increase customers’ PHR and revenue.
• Set appointments, sales visitations, prospecting and engagement with customers.
• Account opening for CASA.

Sales Management

• Maintain regular contact with existing customers to foster closer relationship and for referrals.
• Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns.
• Compliance to Bank’s policy, procedures and observe sales code of ethics.

REQUIREMENTS:

• 2 years sales experience preferably in FIs.
• Pleasant personality with excellent verbal and written communication skills.
• Have relevant licenses required for the portfolio.
• Sales and results oriented.
• Good interpersonal and relationship building skill.