Wealth Sales Officer

2 فبراير، 2023

0 0 2 دقائق

الوصف الوظيفي

Job Purpose:

To deliver Retail Sales Wealth Management products and services to affluent clients, with a focus on sales, cross-sales, client acquisitions, and acts as trusted advisor, in order to ensure service excellence and profitability for the business.
To achieve Financial and Non-Financial Sales Targets of all assigned Wealth Products.
Understand customer’s requirements and advise solutions based on the policies and guidelines set by the Bank
Meet customer expectations by providing complete information and providing accurate & timely feedback.
Provide after sales service/support to customers

Key Accountabilities:

Achieve the sales targets and implementation of Retail Sales Wealth Management strategy and business plans, in order to enhance growth and performance for the business.
Assist in the development and enhancement of Retail Sales Wealth Management offering and value propositions, considering the regulatory and technology requirements, in order to ensure that the products are captivating to drive customer acquisition for the business.
Assist in the mapping of appropriate sales approaches for customers, management and retention process for profitable customers and in controlling attrition, in order to ensure that the Retail Sales Wealth Management department profitability target is achieved.
Assist in the identification of new opportunities within the expatriate and Qatari trade boundaries through broader market knowledge and relationship management, in order to achieve growth and profitability target.
Manage customer portfolios by undertaking proactive outbound calls and ensuring all client queries and request are responded accordingly, in order to provide optimum service excellence and to ensure customer retention.
Attend and participate in sales meeting in order to ensure alignment with Retail Sales Wealth Management team.
Encourage Retail Sales clients to explore and utilize self-service channels such as mobile and online banking, in order to assist in the optimization of “doing business” cost and drive profitability.
Promote the digital & new channel strategy of the Retail Banking by using CB Video RM & CB Safe Id platforms on all calls
Review daily call activity and conversion & strike rates to business for assigned customer portfolio & customer leads, in order to improve performance and achieve set unit target.
Regularly collect and update detailed information about clients as per standard format and guideline, in order to ensure that client database is always relevant for the business.
Recommend improvements to functional procedure and direct the implementation of instructions and controls covering a specific area of activity so that all activities are conducted in compliance with risk, audit, and regulatory requirements while delivering a quality, cost-effective service.
Ensure compliance to all relevant quality, health, safety and environmental management procedures and controls within a defined area of activity to guarantee employee safety, compliance, delivery of high-quality products/service and a responsible environmental attitude.
Prepare departmental MIS statements and reports timely and accurately to meet CBQ and department requirements, policies and standards.
Perform other related duties or assignments as directed.
Follow the standard call scripts, recorded line process & other SOPs for submission of business.
Meet the agreed sales targets for each product – International Share Trading (IST), Local Share Trading (LST), Margin Trading, Mutual Funds and any new product as per business plan
Ensure daily fresh connect targets are met
Ensure adherence to policy and procedure.
Responsible to capture initial comments / observations for next level review
Daily/ Weekly/ Monthly reports to be shared with Telesales Manager
Update WMS system regularly

الوصف الوظيفي

المهارات

Required Qualifications:

Level 2 CISI certified is mandatory;
Level 3 CISI is required to sell regulated products like Mutual Funds, Bonds, Leasing Fund
Bachelor Degree in Business Administration, Commerce or equivalent

Required Experience: