Job Purpose Statement
To consistently deliver exceptional Ecosystem Banking sales results for Commercial & SME Division of Retail Banking. This will be achieved by planning, developing, analyzing and implementing sales plans to meet sales objectives of the company.
Key Accountabilities (Duties and Responsibilities)
Perspective % Weighting
(to add up to 100%) Output
Financial 70% New Business
- To achieve the set sales targets/plans for all the Ecosystem Banking products weekly, monthly and quarterly consistently.
- To co-ordinate sales activities in the market aimed at customer acquisition or customer management e.
- Manage, organize, implement and co-ordinate sales activations and promotions effectively in liaison with all stakeholders; marketing and service teams for the successful outcome of business plans.
- Provide feedback to the Ecosystem Banking management team on the execution of promotions and sales operations activities in the market
- Monitor market conditions and trends and constantly give feedback to management for decision making.
- To actively manage customer information flow from the bank
Internal business processes 30%
Processing (15 %)
- Ensure KYC compliance
- Manage sales and customer records
- Follow through on pipelines & sales plans
- Deliver on SLA & TAT
Sales Administration (15%)
- Manage sales records
- Pipelines
- Customer records
- Sales plans
- Deliver acceptable level on service level agreement and NPS Rate.
Customer experience
- Demonstrate NCBA Bank values.
- Learning and growth
- Ensure attendance of product refresher courses and E-Learning hours are achieved for self.
- Adhere to policy on annual leave.
Job Dimensions
Reporting Relationships: jobs that report to this position directly and indirectly
- Direct Reports None
- Indirect Reports None
Stakeholder Management: key stakeholders that the position holder will need to liaise/work with to be successful in this role.
Internal
- Commercial & SME Banking RM’s, Branch teams, Sales Team Leaders, Consumer Banking RMs, External
Prospective Business Customers
- Decision Making Authority /Mandates/Constraints: the decisions the position holder is empowered to make (Indicate if it is Operational, Managerial or Strategic). Please also highlight any budgetary control responsibility if applicable for the role.
Operational
- Work cycle and impact: time horizon and nature of impact (Planning)
- (e.g. Less than 1 week, 2 weeks, 2 weeks – 1 month, 1month – 3 months, 3-6 months, 6-12 months, above 1 year)
- 2 weeks
Ideal Job Specifications
Academic:
- Minimum of a Diploma in a business related field
- A degree is an added advantage
Professional:
Desired work experience:
- Previous sales experience