Relationship Officer at Nicole Sinclair Consulting

Responsibilities

• Identify potential customers through databases, cold calling, follow up leads and telephone/personal contacts etc.
• To sell Personal EDFIN microfinance products to the specified target customers/segments and meet monthly sales targets.
• To contact potential customers and convince them about the bank’s product offerings.
  Ensuring that the conclusions on all the business sourced on Telesales leads, should be reported to SRM
• To ensure that prospects are clearly communicated about the bank charges/terms and conditions.
• To ensure “Know Your Customer” requirements as prescribed by the bank are duly adhered to. All the legal and compliance guidelines provided by the bank are adhered to.
• Data confidentiality and secrecy norms of the bank are adhered to.
• To ensure that no customer application is misplaced and is kept in safe custody.
• To ensure that code of the conduct as per the bank bank’s policy are adhered to
• To ensure that all the documents provided by the customer for completion the card applications are duly checked and forwarded to the relevant bank officers.
• To ensure that I do the documents original sighting as laid out in the original sighting guidelines of the KYC policy of the bank.
• To ensure that the sales process prescribed by the bank is fully adhered to.
• Verify that potential customers satisfy all criteria required of a desired customer profile as outlined by the bank.
• Derive insight to competitor’s sales activities and effectively report them to the Sales Manager/Relationship Manager.
• Maintain accurate and up to date activity records.
• Maximize sales referral opportunities by working with customer service colleagues.
• Is responsible for delivering service to customers that is synonymous with the consumer brand experience being promoted by the organization.
• To ensure performance as per the performance management criteria.