Financial Access Sales Officer (FASO) at Stan Consulting Group Limited

Roles/Duties & Responsibilities

• Identify and understand the need of the customer and ensure profile falls within focus segment.
• Sell the Banks Products proactively to existing/new/prospective customers.
• Obtain relevant documents on all accounts opened.
• Ensure accuracy of all bank forms and documents executed by the customer.
• Ensure timely submission of all forms and documents to relevant internal unit for processing.
• Ensure timely processing of all initiated customer transactions, with specific emphasis on account opening, cheque book issuance and debit card request.
• Visit and or call customers regularly with a view to establish good relationship.
• Review customer position daily and note inflows and unusual outflows for follow-up with the concerned customer.
• Monitor maturing fixed deposits and investments and communicate customers at least a week before maturity with a view to securing their approval to roll over the deposits.
• Crosssell opportunities identified should be referred to the Team Lead Update call memo on a daily basis.
• Participate in tactical sales/marketing activities, e.g. market storms.
• Ensure assigned sales target and budgets are met.
• Provide daily, weekly and monthly reports on sales activity and challenges
• Ensure timely submission of weekly plan and achievement report to the Team Lead.
• Participate in weekly/monthly sales performance review meetings.
• Perform any other duty as may be assigned by the Team Lead

Skills & Qualifications

• First degree on any business-related discipline, a degree in Marketing will be an added advantage
• One year in the banking /Financial Sector

Required Knowledge, Skills and Abilities Relationship Management

• Customer Service Orientation
• Industry Knowledge
• Legal Statutes & Banking Regulations/Compliance Management
• Proficiency in Microsoft Office Suit (Word, Excel & PowerPoint)
• Business Writing
• Planning & Organizing
• Oral Communication
• Entrepreneurship
• Analytical Skills
• Problem Solving