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工作经历
CERTIFIED TEACHER
Relationship Manager
Candidate is required To drive & manage the execution of sales strategy and customer acquisition process, a few major tasks include:
• Managing Liability portfolio and client relationships of the branch.
• Responsible for deposit mobilization and NTB account opening.
• Responsible for cross-selling various products
• Achieve agreed sales target
• Provide highest level of customer service.
• Liaison with existing and prospective clients to provide banking advice on Bank Alfalah products and services.
• Other responsibilities assigned by line manager
GBO SALES EXPERIENCED
The primary responsibility is to achieve assigned branch banking sales targets by generating deposit and cross selling of other consumer banking products in accordance with the high standards of service quality of the bank.
• Achieve defined targets on monthly basis as set by Management through live pipeline of potential customers and New to the bank customers.
• Increase existing portfolio as per assigned target through deepening and effective relationship/service management of assigned portfolio.
• Achieve assigned target through cross selling of all other consumer banking products (Credit Cards, Auto Loans, Bancassurance and personal loan)
• Make calls and visits to the clients to ensure smooth relationships and also maintain the calls reports on daily basis.
• Maintain high services quality standards while interaction with the customers for business retention
• Ensure compliance with local policies, SOPs & regulation guided by SBP in all activities & transactions. Also ensure the compliance of AML/CFT required for the assigned portfolio.
BUSINESS DEVELOPMENT OFFICER
Prepare and maintains Daily Sales Call Report.
Prepare monthly MIS of deposit achievements and pipelines for next month.
Provide updates to Business Development Manager at regular intervals.
Responsible to target the customers and opening of their accounts along with complete documentation required as per Bank’s policy and State Bank of Pakistan’s regulatory requirement of KYC & AML.
Assist Branch Manager to implement strategies to fuel growth in the Branch\'s deposit base and other business targets.
Responsible to bring fresh CASA and Term Deposits.
Maintaining a deposit portfolio of Rs.250M+ against the target of 55M up till now.
