Identifies and generates new business develops and delivers sales presentations.
Develops customer relations including sales leads, research, calling, qualifying leads, developing leads, and exceptional customer services.
Maintaining client relations with new and existing customers, assuring all existing and new clients are contacted regularly to ensure customer satisfaction and develop need-based marketing relations.
Key responsibilities
Maintain and develop associations with existing as well as new customers.
Ensure that the liability sales targets are achieved as set by the management.
Manage and retain the existing relationships.
Ensure compliance of KYC at account opening and account maintenance stages.
Active participation in product training sessions and maintain market intelligence.
Deliver excellent customer service
Follow the sales process in order to maximize sales
Understand features and benefits of all lulu exchange product lines
Use every opportunity to upsell and cross-sell
Recognize the warning signs of questionable transactions and mitigate possible effects of the sale
Adhere to promotional marketing offers
Fully investigate overs and shorts (differences) and report
Facilitating the customers transactions in accordance with the branch operation procedures.
AML transaction/risk monitoring tools, and solving AML related issues
Completing all transaction documents correctly.
Complying with all compliance requirements related to their role.
Managing cash transaction.
Foreign currency exchange
Making daily marketing strategy
Relation building with customers
Gathering information about competitors
Informing the customers about daily rates through phone calls and sms
Issue receipts,
Customer registration
Resolve customer complaints, guide them and provide relevant information
Keep reports of transactions
Key Responsibilities
Present purchase offers to sellers for consideration.
Interview clients to determine what kinds of properties they are seeking.
Prepare documents such as representation contracts, purchase agreements, closing statements, and leases.
Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other.
Promote sales of properties through advertisements
Compare a property with similar properties that have recently sold in order to determine its competitive market price.
Coordinate appointments to show homes to prospective buyers.
Answer clients' questions regarding construction work, financing, maintenance, repairs, and appraisals.
Accompany buyers during visits to and inspections of property, advising them on the suitability and value of the homes they are visiting.
Advise sellers on how to make homes more appealing to potential buyers.
Arrange meetings between buyers and sellers when details of transactions need to be negotiated.
Visit properties to assess them before showing them to clients.