Job Description

Roles & Responsibilities

• Building relationships with a portfolio of customers is assigned to become a first point of contact for their banking needs.
• Growth of CASAFD and ASSET of the existing client portfolio as per the target given, and Acquisitions of new CASA FD and ASSET customers as per given budget.
• To meet the fee income goal through the existing client’s portfolio.
• To provide a personalized and committed banking service to the customers in the portfolio, such as reviews on customers’ accounts and giving each customer the opportunity to make informed choices on their everyday banking.
• Identification of cross-selling opportunities in the customer portfolio assigned.
• Developing and maintaining a sales/queries management database which can be used for review purposes, analysis of branch performance and reflection for improvement.
• Working with branch managers to anticipate key issues, identifying useful opportunities, and offering professional expertise/solutions to all stakeholders.
• Use referrals from existing clients in the portfolio to open new client accounts.
• Have a good understanding of all products/services offered by EXIM to be able to serve the client better.
• Prepare Position reports for the Branch Manager

• Building relationships with a portfolio of customers
• Growth of CASAFD and ASSET
• Meeting fee income goals
• Providing personalized banking service
• Identifying cross-selling opportunities
• Developing and maintaining a sales/queries management database
• Working with branch managers
• Using referrals to open new client accounts
• Understanding all products/services offered by EXIM
• Preparing Position reports

• University degree in Business Administration or Economics
• Minimum of two years’ relevant working experience
• Computer literacy and knowledge of new evolving technology systems
• Ability to assess customer needs and develop products
• Self-confident, ambitious, willing to take on challenges
• High energy level and aggressive
• Self-motivated, fast learning with a proven ability to work independently under pressure and high efficiency
• Experience in structured trade finance, syndication, and project financing
• Possess in-depth understanding and knowledge of retail banking Products
• Proven sales experience in a client relationship role within retail banking