Full-Time ANNEXURE (Direct Sales Agent) – OUT DOOR SALES
Duties and Responsibilities:
Achieve the agreed individual sales targets ensure compliance with the bank’s policies and procedures.
To build and maintain effective business relationship with customers.
Promote bank retail products and services to potential customers by making proactive sales efforts and capitalizing on cross selling opportunities in order to achieve the sales targets.
• Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services.
• Interview applicants for personal, mortgage, student and business loans.
• Promote the sale of deposit, investment, credit and loan products and services.
• Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals.
• Research and evaluate loan applicant’s financial status, references, credit and ability to repay the loan.
• Complete credit and loan documentation.
• Submit credit and loan applications to branch or credit manager with recommendations for approval or rejection; or approve or reject applications within authorized limits ensuring that credit standards of the institution are respected.
• Prepare statements on delinquent accounts and forward irreconcilable accounts for collector action.
• Review and update credit and loan files.
• Act as joint custodian for cash and securities.
• Prepare sales reports (daily/weekly/monthly achievement, source, conversion, analyzing the data)
How to ApplyKindly forward the resumes along with the photograph CONTACT US :- Kalani Eranga Asst. Manager Recruitment & Business Development Executive Search (Pvt) LTD No :10, Davidson Road, Colombo 04, Sri Lanka. Tel: +94-719537474 / +94-112-555701 (Direct) Email: email@example.com
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