Marketing Associate at Optimus Bank

Responsibilities of the Marketing Associates (MAs)and Direct Sales Executive 

• Identify and understand the need of the customer and ensure profile falls within focus segment. 
• Sell the Banks Products proactively to existing/new/prospective customers. 
• Obtain relevant documents on all accounts opened. 
• Ensure 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, debit card request, account funding and other channel onboarding. 
• Visit and or call customers regularly with a view to establish good relationship. 
• Review customer position daily and note inflows and unusual outflows for follow up with the concerned customer. 
• Participate in tactical sales/marketing activities, e.g., market storms. 
• Ensure assigned sales target and budgets are met. 
• Provide daily, weekly, and monthly reports on sales activity and challenges. 
• Participate in weekly/monthly sales performance review meetings.
• Perform any other duty as may be assigned. DSA 

Requirements

• Minimum educational qualification - OND
• Be computer literate and be proficient in the use of Microsoft Office suite
• Be able to communicate in the English language effectively (reading, speaking and writing)
• Have basic Customer or Client Service Orientation skills