KEY PERFORMANCE INDICATORS:
Determine strategies to generate leads.
Systematically review assigned territory to ensure prospects are contacted on a prescribed, periodic basis.
Acquire new customers by conducting door-to-door canvas, appointment or referral solicitation in assigned territory.
Assist prospect in the successful completion of loan applications and details of required documentation.
Secure customer application at the place of primary assignment
Improve sales presentation and knowledge of products, services and rates.
Attend sales meetings as required.
Maintain required record keeping and reporting of all sales and after-sales activities.
Contact customers and follow-up on fund utilization
Achieved Sales Target
% KYC breach
% Training Evaluation
(Internal) Customer Feedback
APPLICATIONS & TECHNOLOGY
Excellent written and verbal communications skills
Attention to detail
Proactive; takes initiative
Self-Assured, Confident and Assertive
Ability to speak local dialect
Ability to work independently, with minimal supervision
Effective listening skills
Customer Relationship Management
Negotiation and Persuasion skills
Continuous Learning & Improvement
A typical work environment in financial services.
Frequent walking for 4 to 6 hours per day
Daily exposure to outside environment, including inclement weather
Desired Experience/ Knowledge
Less than 1 year
NOTE: To apply for this role, kindly click on the link below to take the assessment: