Opportunity Description
Description Responsibilities Client/ Business Acquisition
- Generating of new business via out marketing activities gold center contacts and existing network
- Increasing team revenue and productivity by cross- selling and up-selling remotely.
- Acquiring new to bank customers
- Identifying new potential expansion locations
- Converting in-bound and outbound leads to sales
- Building a strong trust relationship with key customers
- Maintaining a loyal pool of customers/alliances who refer potential customers
- Carrying out the function(s) remotely of promoting the financial products.
- Collection of the required information and data
- Evaluation of the clients ability and appetite to handle the risks (Risk Profile) and the detailed functions associated therewith.
- Making referrals to other channels based on identified customer needs. <...
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