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- Identify existing and potential customer needs and provide them with the basic information on all Bank’s products & services.
- Achieve assigned targets through promoting, selling and cross selling the bank’s products and services to existing and prospective customers to achieve the preset sales budget.
- Handle all the customers ’regardless of their segment requests/inquiries related to their accounts, products and services in a professional manner and ensure resolving them efficiently within the set TAT
- Carries and handles efficiently custody items, keys as per custodian matrix and relevant policies and procedures.
- Ensures that all customers’ profiles are updated through applying the KYC principle (Know Your Customers)
- Analyze portfolio performance statistics to better understand customer behavior and plan for future activities in addition to providing insights and recommendations for the Retail Products Team
- Review daily inflows / outflows of the assigned portfolio to retain clients and avoid losing funds.
- Introduce and promote alternative service channels to customers through explaining the relevant features of the online service and encourage them to use it to improve their journey perception about other banking services
- Fresh Graduates
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