Canvassing assigned territories to present company products to potential customers. Understand the need of the Customer.
Sell the Banks Products proactively to new/prospective customers. Obtain relevant documents on all Bank products sold, e.g. identity documents, business registration documents etc.
Ensure timely submission of weekly sales activity reports to Direct Sales Manager.
Participate in weekly/monthly sales performance review meetings. Maintain accurate records of all sales activities, budget achievements and cross-sell referrals.
Cross-sell opportunities identified should be referred to the Direct Sales Manager.
Ensure the accuracy of all bank forms and documents executed by the Customer.
Ensure timely processing of all initiated Customer transactions, with specific emphasis on account opening and cheque book issuance.
Update call memo on a daily basis.
Ensure assigned sales targets and budgets are met. Participate in tactical sales/marketing activities.
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