Job Description

• 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.