Job Description

Job Description: 

Summary
Responsible for acquiring and managing Sales Deposit and Investment products, driving growth within both corporate and individual customer segments.

• Meet sales targets/KPIs for Non-Individual (CASATIA & Non-CASATIA) and Individual (CASATIA – New Salary Account [NOA]) customers.
• Develop and implement business plans for Deposit Business, including acquisition strategies for new corporate accounts.
• Acquire new business and expand relationships within the Non-Individual Market Segment.
• Address and resolve customer complaints and queries, ensuring high levels of satisfaction in corporate relationships.
• Assist branches with inquiries related to corporate deposit products.
• Prepare and submit sales activity reports (SAR) to the Regional Director (RD) and HQ Sales Team.
• Ensure that activity (call) reports are prepared after each customer meeting.
• Notify and assist State Client Relationship Director (Supervisor) with fraud attempts detected within the specified timeframe.
• Ensure compliance with all internal policies, guidelines, and external regulatory requirements.
• Conduct market analysis to identify opportunities and inform business strategy.
• Report on sales performance, customer feedback, and market trends to supervisor.

Job Requirements

• Minimum 5 years of experience in a similar role, preferably in corporate banking or financial services.
• Self-motivated, goal-oriented, with a high level of perseverance and a strong drive for results.
• Ability to work independently as well as collaboratively within a team environment.
• Excellent presentation and negotiation skills, with the ability to effectively communicate with clients and stakeholders.
• Strong sales, communication, and interpersonal skills to build and maintain relationships with corporate clients.
• Comfortable with technology and electronic banking products, with a good understanding of digital tools in banking.
• Resourceful, with a proactive approach to problem-solving and overcoming challenges.
• Proven ability to drive sales and achieve business growth targets.

Job Requirements