Job Description
<p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;"><strong>Sales and Marketing – 40%</strong></span></span></p><ul style="list-style-type: disc; padding-left: 48px;"><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Put in place annually, an approved target market document with complete information on customer segmentation, target names, products, services, revenues and profitability.</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Deliver set targets for deposits, risk assets, transactions and revenues and the effective management of customers</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Target assigned customer segments within allocated time and call frequency to generate profitable sales</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Ensure proper booking of all transactions customers including Deposits, loans, revenues and costs and reconcile with financial control</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Continually seek new opportunities to market new opportunities to market services and bring in new customers by thoroughly understanding the marketing and economic environment.</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Maximum NPL of 3% of portfolio and 1% of portfolio revenues</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Track and maintain allocated performance records including sales tracker, deposits, risk assets, provisions, incomes costs and all relevant performance indicators on a daily, weekly, monthly, quarterly and annual basis including reconciliation with financial control</span></span></p></li></ul><p> </p><p><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;"><strong>Relationship building and customer service – 25% </strong></span></span></p><ul style="list-style-type: disc; padding-left: 48px;"><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Deliver agreed customer and product sales, wallet share and profitability targets</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Create and monitor customer sales program</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Achieve a minimum of 5 products per customer</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Responsible for keeping self and supervisor up to date on competitor data and feedback provided for product and service changes or development</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Achieve a minimum customer satisfaction rating of “very satisfied”</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Deliver appropriate product solutions and services to customers in order to deliver at least 75% of customer’s wallet</span></span></p></li></ul><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;"><strong>Perform all other duties as reasonably assignedPerform all other duties as reasonably assigned</strong></span></span></p><ul style="list-style-type: disc; padding-left: 48px;"><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Develop internal relationships to support the successful servicing of the customers and the delivery of sales target</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Build a strong local profile for self and bank through positive involvement in community activities</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Own customer complaints and resolution process in portfolio and collect all past due obligations </span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Advice/update customers on all tariffs, policies, procedure and any other changes to products or accounts</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Ensure proper authorisation and contact customers with regard to confirmation limits and any other account management issues</span></span></p><p><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;"><strong>Risk and Compliance – 25%</strong></span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Ensure all credit transactions and credit files in portfolio comply with the spirit and the letter of all applicable laws, regulations and institutional policies</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Ensure compliance with other operations risk e.g. KYC and Anti-Money Laundering measures plus any other group controls.</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Ensure all credit lines are current and all credit transactions are duly approved per policy within acceptable turn around times</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Constantly monitor credit portfolio to ensure a maxmum of 3% NPL and 1% of revenue.</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Cooperate within set expense budget on a customer by customer basis</span></span></p></li><li><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;"><strong>Administration and Team work – 10%</strong></span></span></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Follow up on all pending transactions and ensure completion</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Maintain customer files and profiles</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Submit the following in a timely manner; daily planner, call memos, sales plans, forecasts, expense refunds etc.</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Provide feedback on performance of service providers</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Provide feedback to various sections on the performance of staff e.g. IT, Operations etc.</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Provide cover for other account managers or sales officers when necessary</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Provide honest feedback on performance of colleagues</span></span></p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Share knowledge and best practice with team members</span></span></p><p style="text-align: justify;"> </p></li><li class="ortl-align-justify"><p style="text-align: justify;"><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;"><strong>Perform all other duties as reasonably assigned</strong></span></span></p></li></ul><p style="text-align: justify;"> </p><p style="text-align: justify;"><strong>Skills and Experience</strong></p><ul><li><p><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">At least five years’ experience </span></span></p></li><li><p><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Sales experience in a financial environment</span></span></p></li><li><p><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Good interpersonal skills</span></span></p></li><li><p><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Planning and organising skills</span></span></p></li><li><span style="font-family: "Times New Roman", serif;"><span lang="EN-GB" style="font-size: 11pt;">Relationship building and networking skills</span></span></li></ul>
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