Job Description
Job Title: Personal Financial Assistants
Description
The role holder is responsible for driving profitable volume growth through new business acquisition and maximizing every customer (both new and existing) engagement. Their focus is on the General Mass Market segment, uncovering customer’s needs and providing them with the right product & service solution from the full range of Consumer Banking products offered.
In addition to acquiring new to bank customers, the role holder will manage an assigned portfolio of high value customers segment to further deepen existing relationships and grow share of wallet / potential value within the Bank.
It is expected for the role holder to be customer centric and provide excellent customer service to complete customer experience. Role holder is also expected to have some knowledge and experience in offering a range of products to meet the customers needs but is unlikely to have the full knowledge and experience to offer all Consumer banking products
Key Roles & Responsibilities
Progress against balance scorecard
Ensures increase in No of new customers to the bank;
Growth in product cross holding ratio;
Customer Satisfaction Score / Net Promoter Score (NPS);
Adherence to process and compliance
Ensures increase in No of new customers to the bank;
Growth in product cross holding ratio;
Customer Satisfaction Score / Net Promoter Score (NPS);
Adherence to process and compliance
Qualification
Minimum of a 2nd Class degree in a relevant course
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