Mashreq
- The Key Performance Indicators (KPI) for this role include: - Sourcing new to business banking current accounts - Ensuring the account is funded as per expectations defined in KPI - Generate Fee income for the bank including: 1. Foreign Exchange 2. Trade 3. Bancassurance 4. Deposits - Prospect in targeted markets that require meeting standards in phone calls and face-to-face visits. - Present and sell all business banking products & services to potential customers in an ethical structured & professional manner. - Achieve monthly sales targets in the financial year. - Maintaining and developing relationships with customers to enhance the cross-sell opportunities. - Adhere to Bank's KYC & AML policy. - Ensure that the KYC guidelines are adhered while onboarding the business banking customers - Conducting micro marketing activities that include participation in various Business Banking events and other direct marketing activities. - Handling objections with a view to increase take-up rates. - Record all sales activities in Daily Sales Reports and update CRM for leads and contacts. - Participate in all Team Activities like morning huddles, training and coaching, complete mandatory compliance and fraud trainings, Lean & rewards celebrations. Show more Show less
Sourcing new to business banking current accounts; ensuring the account is funded as per expectations defined in KPI; generating fee income for the bank including foreign exchange, trade, bancassurance, and deposits; prospecting in targeted markets that require meeting standards in phone calls and face-to-face visits; presenting and selling all business banking products and services to potential customers in an ethical, structured, and professional manner; achieving monthly sales targets in the financial year; maintaining and developing relationships with customers to enhance cross-sell opportunities; adhering to the bank's KYC & AML policy; ensuring KYC guidelines are adhered to while onboarding business banking customers; conducting micro marketing activities including participation in various Business Banking events and other direct marketing activities; handling objections with a view to increase take-up rates; recording all sales activities in Daily Sales Reports and updating CRM for leads and contacts; participating in team activities like morning huddles, training and coaching, completing mandatory compliance and fraud trainings, Lean & rewards celebrations.
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