Job Description

Job Title Director

Description

JOB PURPOSE:Acquire and manage client relationships by offering the bank's insurance, investment products, Mortgage, BFS products and Services across the identified customer segments to achieve financial and non-financial business objectives.To plan and carry out direct marketing and sales activities, in accordance with the agreed business plans.KEY ACCOUNTABILITIES:Generic and Job Specific Accountabilities:Achieve assigned revenue targets, AUM, CASA and customer acquisition targets. Responsible for acquiring clients as well as managing, maintaining and deepening the relationships through the expertise in Financial planning and the selling of various personal Financial & Investment products.To provide and maintain, on an on-going basis, a daily sales report, figures, forecasting & any other record which may be required by the Unit Head to keep up-to-date records of sales & performance. Achieve best in class productivity in order to maximize the efficiency of the sales process.Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.Effectively meeting customer expectations and handling / reduction of customer complaints.Provide professional customer service to achieve a high percentage of customer satisfaction and retention.Researches potential markets, develops client referral sources and initiates contact with prospects to promote and sell the bank's products and services. To visit existing clients at least once in 3 months.To meet and introduce minimum 2 new prospective clients per day. Attending product trainings, to be up to-date with the market developments.FRAMEWORKS, BOUNDARIES, & DECISION MAKING AUTHORITY:Functions within the framework and boundaries of Group policies as well as overall organisational and governance frameworks.QualificationsQUALIFICATIONS & EXPERIENCE:Job knowledge, Skills and Experience Graduate with finance or equivalent University Degree.5 years' experience in Financial industryHigh sales drive and energy levels. Ability to thrive in high pressure environments. Comprehensive knowledge of banking practice and theory. Good reputation and contact with HNWI's, prominent businessmen etcGood teamwork and negotiation skills.

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