Enter Description

Sales, Marketting and customer service and satisfaction

● Discovered financial needs and recommended suitable products to help customers succeed financially.
● Prospected and followed up with future and existing customers, assured that customers issues were satisfactory resolved.
● Increased considerably the quantity of new clients and contributed to retain current ones to cover branch goals pertaining to investments and business acquisitions.
● Defined client financial situation and needs through gradual discovery process and active listening.
● Customized and recommended most suitable product offering based on information provided.
● Addressed customer questions regarding features and benefits effectively.
● Educated clients on key aspects of required disclosures to comply with banking regulations.
● Provided ongoing customer service from account setup forward.
● Participate in sales and marketing activities for the purpose of meeting branch sales goals and objectives.
● Assist customers with account questions and issues.
● Recruit new customers and open new accounts. Average of 15-20 new accounts per month.
● Clearly communicate the banks message to both new and existing clients.

Input CIF Into System
Account Re-activation
Update KYC’s (Breach & Expire)
Customer’s Personal updation of Account
Process Account Closure
Process E-banking Services of Customers
Handles Careem Customer regarding their Account Opening & Documents of Cases
Timely resolution of discrepancies in the account
Effectively convert service recovery to sales opportunities and sustained client loyalty.
Retain existing high value clients by growth of wallet with the bank through relationship management activities.
Resolve client queries without further escalation