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Sales

• Meet sales targets: Meet or exceed sales targets for liability products
• Growth of the consumer deposit book as per the set retail targets & ALCO guidelines through growth of accounts/collection business, Trade and Treasury opportunities.
• Revenue growth: contribute to the revenue growth by selling liability products and services
• Cross sell banking products to customers within the portfolio

Relationship Management/Customer Service

• Provide service to clients whereby the service does not involve pricing changes or major adjustments to clients’ total portfolio mix.
• Adhere to the service standards and provide excellent customer service.
• Drive retention by implementing the customer on boarding process, customer visits, relationship management, and other various interventions.
• Receive and verify customer documents for account opening, facilities, account amendments and any other customer instruction according to laid down procedures.
• Educate customers about the Bank’s products and services.
• Fully inform customers of their rights and obligations per the Consumer Protection Guidelines including but not limited to product pricing, facilities terms & conditions, and transactional fees
• Effective Stakeholder management

Portfolio Management

• Ensure that the records are kept in order and up to date.
• Effect the opening and processing of account related documentation by following up the status of transactions/account applications/queries or requests with the relevant internal support areas through to conclusion.

Operational Rigor and Compliance

• Adhere to the KYC policies and guidelines for account opening
• Manage operational risk in account opening as per laid down policies & procedures.
• Manage and resolve all audit/risk findings within the portfolio agreed timelines.