Customer Acquisition Specialist
4 days ago
Z Global is seeking a seasoned professional to join our team as a Relationship Manager-Branch banking. The ideal candidate will have extensive experience in sales and relationship management, with a proven track record of driving business growth.
Job Description
The successful candidate will be responsible for delivering assigned sales targets and supporting the branch in achieving growth targets. This will involve identifying new market opportunities, building strong relationships with existing and new customers, and providing expert advice on financial solutions.
Main Responsibilities
- Source and develop new clients by applying disciplined sales processes and demonstrating comprehensive knowledge of product ranges.
- Enhance existing Branch Banking relationships and provide professional quality customer service.
- Meet with clients, analyze their needs, provide advice, and sell relevant products or services as appropriate.
- Deliver assigned targets through new and existing bank customers.
- Communicate and meet with clients/prospects on a pro-active basis and respond to inquiries and requests in a timely and accurate manner to ensure high levels of customer service.
- Assist in maintaining effective relationships with new and existing clients to repeat business opportunities, referrals, and lead generation for target completion of the Branch.
- Draft sales reports to be submitted to the Branch Manager and receive feedback from Lead-Sales Growth to be incorporated prior submitting to Branch Manager.
- Communicate with existing customers to notify them of current promotions and offers, which will enhance the sales of the assigned branch.
- Approach existing and new customers in and out of branch to achieve individual and branch sales targets.
- Conduct cold calling, telephonic, and field visits to existing and new customers for business conversion.
- Identify and understand the needs of customers and provide necessary advice on financial solutions based on their needs.
- Provide assistance and support to new and existing staff in cross-selling techniques-based products within and outside the branch.
- Document and maintain all records of sales activities and provide updates as per requirement.
- Ensure completeness and compliance of all documentation for new and existing customers to protect company and client interests.
- Stay on top of the business operating environment with respect to market trends, interest rates, asset and liabilities positions, trade volume, credit facilities etc. on an ongoing basis and submit findings to the Lead-Sales Growth.
- Follow up with customers to obtain all expired or missing documents or unmet conditions.
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