Sourcing prospective customer leads from various sources, such as referrals, cross-selling opportunities, sales activations organized by the bank or sales leads provided by the bank. Explaining the features of the products to prospective customers in line with the product's specifications and treating customers fairly. Guiding customers on how to complete applications for the respective product they wish to purchase. Reviewing of the application and documentation provided by the customer to confirm accuracy. Authentication of customer details by checking the original copies against photocopies of documents provided e.g. National ID and passports. Forwarding completed applications to the relevant Sales Manager or Retail Support Team, within 24 hours of sign-off by the customer. Prospecting customers for any other Bank products suitable for their needs. Ensuring safe custody of customer documents under their care. Forwarding customer feedback or complaints to the respective Sales/Branch Manager. Sharing market information from the field to the leadership to improve the bank’s products and provide regular Sales reports.
