Brief Description:
The unit is responsible to capitalize on banking relationships within segments and to engage with new Automotive dealers Mortgage Developers Projects Real Estate Companies and explore on these relationships to increase overall Loans portfolio The unit also caters to existing Auto LoansMortgage clients for their new used and fleetcommercial vehicle requirements and also manage existing Home loan clients along with retention and consider cross sell opportunities of other retail banking products such as Credit Cards Personal Loans BANCA Accounts Motor Insurance and at the same time have more referrals on Auto and Mortgage loans Cross selling is also an important KPI to increase the profitability of the unit and the overall revenue for the Bank
Detailed Description:
Ensure all marketingCIE initiatives Incentive campaigns are effectively followed and monitored
MIS managements provide dailyweeklymonthly business reports
Responsible for providing sales report and pending reports to managers on daily basis
Responsible for coordinating between teams to find quick resolution for the CRMs request
Tracking of various applications stages and updates sales teams
Generate period business reports dealer wise home loans seasonality reports and Disbursal outflow etc
Prepare reportsanalysis for HOD and Sr Management
Coordinate for both teams for any support for internal stake holders of the bank
Job Requirements:
1 Risk Process control Ensure follow up with RCC OPC internal departments are as per unit goals Ensure backoffice operation sales support are as per banks regulatory guidelines Ensure confidentiality of customer data as per banks policy
2 Sales support Ensure salescustomer Informationqueries are provided as per Unit requirements within TAT Ensure MIS Reports trackers are generated updated as per Unit requirements within TAT
3 Sales processes identify and improve the processes within the sales unit to improve turnaround time and service level thru
Daily business dashboards
Digitized sales activity dashboards
Lead Referral Management
4 Operational Excellence Ensure documentation sourcing referrals system checks are complaint to bank policies process
To be versatile in Advanced Microsoft Office 365 Power Point Excel Word Knowledge of Power BI and
VBA Macros is essential
Sales reports are sent to the team to complete the sales
5 Product awareness Project Increase awareness on product amongst the team members to meet customer needs and exploit market opportunities Plan manage and implement assigned related projects in order to deliver as per business needs
Additional Details:
Minimum Graduate
Post Graduate
Computer literate Macros PPT
Preferably 2 Year of Banking Experience in Business Support
Sales IndustryPreferably Retail Banking Products
UAE or Overseas
Sales Marketing
Well verse with computers XL with macro expertise Banking Applications Finacle Finnone CRM Office 365 Power BI PPT and Think cell
Leadership Business Skills
Good Communication Skills
Analytical Thinking
Customer Focused
Good team player
Selfmotivated Enthusiastic Good Learner
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