Role Responsibilities
Strategy*
Ensure prompt and timely call backs are made to clients as committed. Optimise the usage of Diallers and Lead management system to drive greater performance. Support fulfilment of online leads where applicable. E.g. online form drops offs. Apply skills learned via training programs to drive needs-based conversations. Display exemplary conduct and live by the Group\xe2\x80\x99s Values and Code of Conduct.
Business*
Drive adoption of digital offerings as part telesales conversations. Develop a deep understanding of various products offered and process as relevant
Processes*
Collect Client information as needed to serve client and close sales and follow through according to the verification matrix. Support deepening and acquisition within personal client segment. Handle assigned Client list / base and focus on establishing higher contacts to maximize penetration. Proactively engage with clients to uncover business needs and promote cross sell or up-sell for both Existing to Bank and New to Bank client. Drive adoption of digital offerings as part telesales conversations
People & Talent*
Work closely with team leader to develop and implement sales plan to achieve targets and drive client. Work with operations team (where needed) to ensure that client requests are fulfilled. Closure and wrap up done as per set standards. Ensure all relevant dispositions and notes are updated in system. Support deepening and acquisition within personal client segment.
Risk Management*
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