Job Description:
JOB SUMMARY
Define key responsibilities to reflect the duties and responsibilities of this role.
- Contribute to the digital agenda with maximum focus on digital closure of product booking and deepening
- Migrate client transactions to the digital platform
- Undertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients, own client portfolio for limited defined period of time and create a pipeline for upgrade to Priority Segment
- Engage premium clients by identifying and meeting needs, including via cross sell of retail banking products
- Follow the applicable contact management approach to drive engagement with premium clients - execute applicable sales campaigns as designed and released by country segment teams
- Conduct Needs based conversations with clients to provide suitable products. Focus on building relationship via consultative selling approach
- Maximize sales performance to achieve revenue targets of the segment/ channel - Meet or exceed applicable scorecard targets
- Follow up and manage expectations of clients to ensure timely processing of sales transactions
- Drive digital adoption among clients
- Manage customer expectations and customer satisfaction tracked via RTF and NPS scores
RESPONSIBILITIES
- Generate revenue and contribute to profitable growth by focusing on:
- Growing the Liabilities relationships
- Expanding and deepening revenue streams through Wealth Management and Retail Assets products
- Improving deposit mix comprising savings accounts and term deposits
- Delivering New sales revenue as per set targets
- Grow FUM qualified clients
- Upgrade clients to Priority banking
- Drive wealth penetration by activating current clients .
