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; Generate fee income for the bank including Foreign Exchange, Trade, Bancassurance, 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; Maintain and develop relationships with customers to enhance cross-sell opportunities; Adhere to Bank's KYC & AML policy; Ensure that the KYC guidelines are adhered while onboarding the business banking customers; Conduct 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.
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