Identify potential customers through databases, cold calling, follow up leads and telephone/personal contacts etc.
To sell Personal finance products to the specified target customers/segments and meet monthly sales targets.
To contact potential customers and convince them about the bank’s product offerings.
Major accountability for a Relationship Officer is to ensure that business is solicited as per the Shariah guidelines/process.
Ensuring that the conclusions on all the business sourced on Telesales leads, should be reported to ARM/RM.