Manage a portfolio of customers achieving revenue goals, sales/service and portfolio growth targets across a range of products and services for a specific pre-defined set of customers to create a profitable durable relationship.
Provide the assigned portfolio of affluent customers with personalized service; so as to develop close relationships, achieve maximum profitable contribution for the bank and retain their loyalty.
Equip existing affluent customer with the Fidele package.
Maintain a superior customer service experience including pre-empting issues and proactive servicing.
Ensure delivery of customer promise and practice brand values, continue to maintain and improve the quality of service offered.
Maximize profitability from the priority base.
Actively identify new customers, grow affluent customers portfolio by introducing higher number of 'NTB' ‘new to bank’ affluent customers.
Up-sell and cross-sell other bank products and services to existing customers.
Minimize customer attrition.
Maintain customer contact in accordance with identified commercial activity of the portfolio management rules.
Train and coach subordinates (Particularly new recruits + graduate trainees).
Assist Branch manager in the setting of sales action plan related to the branch.
Periodical evaluation of performance level versus target.
Follow-up with other (Credit/ Operations) Departments, pipeline or tools available on pending cases.
Follow-up / track in coordination with branch manager on the progress of outbound calls, referrals from teller counter, in addition to the preparation and submission of weekly activities.
In case of mixed portfolio identify and act on opportunities for upgrading customer from intermediate to affluent.
Leadership and management.
Marketing & Selling skills.
Problem solving & decision making abilities
Communication & interpersonal skills.
Time management & organizational skills
Customer service & communications skills
Minimum 3 years in the customer service is a must.
Location: Alexandria Egypt
Posted On: on 3/5/17
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