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Relationship Banker
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Branch Banking Sales Professional
Job DescriptionThe Branch Banking Sales Professional is responsible for delivering sales targets and supporting the branch in achieving growth targets through sales to new and existing customers. They ensure current customers have the right products and services, identify new markets and customer leads, and pitch prospective customers.
Key Responsibilities- Sourcing and developing new clients using a disciplined sales process and demonstrating comprehensive knowledge of product range.
- Enhancing existing Branch Banking relationships and providing professional quality customer service.
- Meeting with clients, analyzing their needs, providing advice, and selling relevant products or services as appropriate.
- Delivering assigned targets through new and existing bank customers.
- Communicating and meeting with clients/prospects on a proactive basis, responding to inquiries, and requests in a timely and accurate manner to ensure high-level customer service.
- Maintaining effective relationships with new and existing clients to repeat business opportunities, referrals, and lead generation for target completion of the branch.
- Drafting sales reports to be submitted to the Branch Manager and receiving feedback from Lead - Sales Growth to be incorporated prior submitting to the Branch Manager.
- Notifying existing customers about current promotions and offers to enhance sales of the assigned branch.
- Approaching existing and new customers in and out of branch to achieve individual and branch sales targets.
- Cold calling, telephonic, and field visits to existing and new customers for business conversion.
- Identifying and understanding customer needs and providing necessary advice on financial solutions based on their needs.
- Assisting new and existing staff with cross-selling techniques-based products within and outside the branch.
- Documenting and maintaining all records of sales activities and providing updates as required.
- Ensuring completeness and compliance of all documentation for new and existing customers to protect company and client interests.
- Staying up-to-date with the business operating environment regarding market trends, interest rates, asset and liabilities positions, trade volume, credit facilities, etc., and submitting findings to the Lead - Sales Growth.
