The role of the job holder is to support the process of client acquisition, team development and to service existing management companies by delivering comprehensive solutions to clients while optimizing profitability.
Key Responsibilities
•Achieve new business/ customer acquisition goals and manage relationships with customers, in accordance with the bank’s customer service guidelines;
•Assist Relationship Managers to plan meetings with clients or prospective clients and at times, assist to the meetings;
•Generate new businesses to achieve business targets assigned in terms of cross-selling, both on the asset and liability sides, and meet sales targets spread across the lending and the related income lines, forex, number of clients and the fixed deposit;
•Prepare the visit schedule and call on clients to maintain relationships in accordance with the highest standards of customer service;
•Cross-sell the products being offered by various business unit within the bank;
•Identify sales opportunities and liaise with other banks in the region to identify sell down and/or syndication opportunities;
•Meet service performance standards by providing quick responses to customer enquiries and resolving problems/ complaints from customers efficiently (within 48 hours);
•Adhere strictly to the sales process by keeping up to date with all regulatory and compliance policies and procedures to mitigate risks and ensure that the ABC Banking policies are fully maintained;
•Maintain customer loyalty, promote brand identity by providing excellent customer service and by sending regular updates, review on the Bank’ sange of financial products
•Gain customer confidence in the management of their complete financial portfolio and undertake self-sourcing and lead generation;
•Determine customer needs in order to enhance custome relationship and provide competitive services;
•Undertake full client adoption and provide truly professional customer service to achieve a high level of customer satisfaction & retention in order to build and deepen relationships with existing and potential customers to achieve increase in share of wallet and revenues
Technical Skills and Knowledge
•Excellent knowledge of guidelines set by Bank of Mauritius.
• Knowledgeable in KYC requirements for different entities.
•Strong diplomatic skills in handling complaints and queries.
•Proactive and equipped with analytic skills
Experience and Qualification
•At least a bachelor’s degree from a recognised institution is required;
•Minimum of 3 to 5 years of banking experience preferably in the field of compliance