Attending key clients meeting along with some of the junior team members to help grow the client’s base
Leading of the team members in the Marketing and Sales unit of the company
Attending organised coaching and training on behalf of the company in order to improve performance for the company and also educate other key staffs in the company.
Meeting deadlines for the submission of the monthly and yearly performances reports of the various sales activities of the Marketing and Sales Department to Management
Performing any other responsibilities given by Business Manager.
Established, developed and maintained a portfolio of clients within the business unit’s target market.
Grew the banks business client portfolio from SME customers to Commercial Banking Segment
Responsible for in and out branch sales & marketing of all business clients of both existing and new clients of the products and services offered by the bank
Acquired and grew the asset and liability portfolio with over 100% of the branch budget.
Nominated to attend organised coaching and training on behalf of the branch in order to improve performance for the branch and also educate other staffs in the branch.
Assessing of customer’s ability and suitability for loan (writing of the credit request and liaising with the relevant units for approval and disbursements of the loan)
Conducting financial advisory services to clients and proper managing of customers portfolio of their various investments
Monitoring the performance of the facility from disbursement to ensure prompt and timely repayment
Deposit Mobilization through aggressive marketing of New Customers /Banks (Special) Products and Customer Relationship Management.
Income tracking/ Reports – Weekly Activity Reports