Proactively identify and acquire new customers for Personal Financing products through various channels including cold calling, referrals, and branch walk-ins.
Understand customer financial needs and recommend suitable Personal Financing solutions, including loans, credit cards, and other related products.
Conduct thorough financial assessments and explain product features, benefits, terms, and conditions clearly and accurately to customers.
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Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;
Carry clear targets for specific products – CASA and FD Book growth and account opening, cross selling of PL, Credit Cards, Portfolio Sales and ASBF Funding and any other product as deemed fit for Branch Ops;
Learn and use I-Pads/other devices (if applicable to branch) for customer service/ cross selling;
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