Business Banking Acquisition Officer/ Sr Officer- Mohandseen (Liabilities Team)

Job Purpose:

Acquires & grows base of BB customers in order to meet KPIs set.

Build strong & healthy Business banking portfolio( asset & liability) within his assigned zone


Accountabilities:


Sales/Relationship Management:

· Achieve communicated KPIs by strictly following his key performance activities(KPAs), (outbound calls, sales visits, cross sell activities)

· Report his KPAs on weekly basis to the business banking sales manager.

· Personally and proactively build his area business banking portfolio of asset and liabilities.

· Keeps updated and learns in-depth the more complicated products offered by the competition.

· Grows the number of new account relationships via customer referrals, marketing leads and self-generated leads.

· Proactively assesses financial needs of customers.

· Responsible for achieving & delivering his/her targets in terms of acquisition, liabilities, asset and fee income for his/her Advising Zone.

· Assisting the Business banking Area Manager in periodically evaluating performance levels as defined in the business plan.

· Totally responsible for business banking acquisition for his advising zone.

· Provide customer technical advices and solutions.


Quality & Services

·Ensure good customer acquisition in accordance to ADIB policies and processes.

·Efficiently handle new to bank customer’s inquiries for all BB products and consumer products .

· Ensure full and proper customer knowledge for all BB asset and liability products.

· Regularly promote the usage of other delivery channels via day-to day contacts with the customers.

· Ensure continuous flow of appointments at Advising Zone.

CBE, Compliance, Audit, Procedures

· Responding to Compliance Dept. requirements in terms of obtaining proper approvals

· Ensure implementation of all Bank policies / procedures / KYC compliance requirements are in place

· Ensure following set procedures / policies as per designation letter.

· Ensure full adherence to credit policies and required documentations.

. And any other assigned tasks.


Minimum Qualifications:

Years of experience:

minimum 2 years of experience in sales activities.

Post date: 23 December 2024
Publisher: LinkedIn
Post date: 23 December 2024
Publisher: LinkedIn