To proactively promote a relationship-based offering by being a dedicated and primary point of contact for customers in the Executive Banking segment, through the provision of banking solutions which meet their needs and in accordance with the specified value propositions.
Job Responsibilities
Acquire and open new accounts and cross-sell additional products and services in line with customer needs by identifying and referring sales leads to other business stakeholders.
Grow the Executive Banking new-to-bank customers, balance sheet, and income statements in line with business strategic objectives.
Maintain, entrench and grow each client relationship on an annual basis and manage the risk per client to ensure consistent growth in portfolio and returns to the bank.
Resolve customer requests tactfully and within set service level agreements (SLA's), whilst not compromising the client or the bank's interests/reputation.
Promote and pro-actively solution a range of banking offerings and solutions to meet the financial needs of executive banking customers.
Qualifications
BSc in any Business or Commerce related field.
Experience
At least 3 years' experience in sales and relationship management of customers and able to drive profitability and build relationships.
Proven sales track record in the financial services industry.
Knowledge of the bank's products, services, and digital platforms.