Relationship Officer at Nicole Sinclair Consulting

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
1 year ago

Additional Details

Job ID
94407
Job Views
76

Job Description



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.


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