Job Description
Job Summary
- The Corporate Sales Executive (CSE) is directly responsible for mobilizing deposit from High Net worth Individuals (HNIs) and corporate entities to grow the Term Deposit portfolio base of the bank.
- S/he is responsible for establishing and maintaining relations between the bank and such depositors with a high level of professionalism and best practices within the Banking Services Department.
- S/he participates in making decisions on material issues related to his/her area of competency.
Main Responsibilities
- Research and identify (Lead Generation) potential depositors and deposit opportunities (corporate and high net worth individuals).
- Make presentation and pitch Term Deposits product to potential depositors identified.
- Mobilize Term Deposit and achieve set targets and KPIs (Number of Accounts/Volume of TDs)
- Open Accounts, maintain and grow Term Deposit portfolio base in line with set growth targets.
- Manage and maintain relationships with all depositors within his/her deposit portfolio including executing excellent customer service culture.
- Preparation of weekly performance and lead report including discussing them with the CBO.
- Understanding deposit client requirements and recommend changes/modifications to the bank where needed.
- Manage ad-hoc tasks as assigned by the CBO
Necessary Experience, Skills and Knowledge
- B.Sc. or Higher National Diploma.
- Minimum of 3 years of work experience in High networth deposit Mobilization
- Previous or current experience in mobilizing deposits in a commercial bank is an added advantage
Core Competencies:
- Good MS Office skills particularly strong capabilities in PowerPoint.
- Strong presentation and analytical skills.
- Strong problem-solving and decision-making skills.
- Proven strong interpersonal, communication and organizational skills.
- Ability to work under pressure.