https://bayt.page.link/6qZNbSpcY8Z4fzav6
دوام كامل · 3-5 سنوات من الخبرة
500 موظف أو أكثر · البنوك

حمّل تطبيق بيت.كوم

حمّل تطبيق بيت.كوم لإدارة مراسلاتك الفورية مع خبير التوظيف
حمّل التطبيق
أنشئ تنبيهًا وظيفيًا للوظائف المشابهة

الوصف الوظيفي

Accountable for:


Provide exceptional quality service to new and existing Elite Banking clients

relationships in the region by providing them with the full suite of financial services

products & services


Maximize profitability by continuous sales calls to existing clients and new clients.

Also obtain new referrals .


Developing an action plan (daily, weekly, and monthly) to acquire new client

relationships as well as broadening existing client relationships.


Achieving sales targets in line with best practice standards of services and acting as

a “Trusted Advisor” to the Elite clients.


Adhering to Elite Banking service quality standards.


Complying with Elite Banking policies and guidelines.


Have all clients’ files updated and ensure that all documents related to client are

available in order to comply to KYC and AML Regulations.


Key Roles:


Provide financial services solutions to the Elite client base.


Identify and acquire new Elite clients to achieve “New To Bank” targets as well as

achieving cross sell targets.


Providing the highest level of customer service to clients (proactive calls and visits) in

order to have clients ownership.


Providing the highest level of services to the Regional Elite Clients according to our

Elite Regional Recognition standards.


Review existing client relationships to ensure a greater share of wallet and higher

cross sell ratios.


Provide suitable banking solutions based on client needs.


Monitor own portfolio (quarterly reviews and portfolio management)


Acquire client feedback for any suggestions and bring up to date ideas for new

products and services.


Escalate customer suggestions/concerns to the District / Center Manager.


Retain Client ownership (strong knowledge of client account, transactions and all

issues related to client)


Key Performance Indicators:


Cross-sell ratio (number of products sold per customer)


Percentage of fee based business


Average fee based business by customer


Operating revenue and net income per customer


Percentage of new customers acquired or lost in period

Percentage of inactive / zero balance accounts


Average customer satisfaction


Number / type of complaints, compliments , error rates, .. etc.


Number / type of compliance issues

المرشح المفضل

عدد سنوات الخبرة
الحد الأدنى: 3 الحد الأقصى: 5
منطقة الإقامة
العراق
الجنسية
العراق
الشهادة
بكالوريوس/ دبلوم عالي
لقد تجاوزت الحد الأقصى لعدد التنبيهات الوظيفية المسموح بإضافتها والذي يبلغ 15. يرجى حذف إحدى التنبيهات الوظيفية الحالية لإضافة تنبيه جديد
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