New Job Opportunity Nyanza Branch at National Bank of Commerce (NBC) – Lead Generator
National Bank of Commerce |
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Position: Lead Generator
Location: Nyanza Branch NBC
Type: Full time
Job ID: R-15920621
Location: Nyanza Branch NBC
Type: Full time
Job ID: R-15920621
Overview
NBC
is the oldest serving bank in Tanzania with over five decades of
experience. We offer a range of retail, business, corporate and
investment banking, wealth management products and services.
NBC
is the oldest serving bank in Tanzania with over five decades of
experience. We offer a range of retail, business, corporate and
investment banking, wealth management products and services.
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Job Summary
• To achieve agreed sales targets in line with the business objectives
through pro-active selling of Retail banking lending and deposit
products and at the same time providing excellent customer service.
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Job Description
ACCOUNTABILITY:
SALES TO RETAIL CUSTOMERS
Weighting:
80%
Outputs to deliver this accountability:
- Deliver
exceptional sales performance by identifying and meeting customer needs
through selling & cross selling of Bank’s consumer lending and
deposit products. - Provide direct “hands on” sales support
(quality lead generation and effective follow up) to generate and
convert quality leads into sales. - Participate in sales campaigns to meet specific targets.
- Maintain own sales performance statistics for management information usage.
- Complete
account opening and loan documentation together with customers in line
with NBC Bank policies and requirements and submit to Line Manager/Team
leader for review before submitting to operations for processing. - When
selling loans to Retail customers, complete the financial analysis and
statement review on customer accounts. Where customers do not meet the
minimum criteria, advise the customer verbally or in writing as the
customer requires. Report such denials to the Line Manager on a daily
basis. - Check correctness of each new account application, loan document and all other customer documents.
- Comply
with general NBC Operational risk & Rigour requirements e.g. Health
& Safety standards and security of premises, KYC and anti-money
laundering regulations.
ACCOUNTABILITY:
OPERATIONAL RIGOUR AND COMPLIANCE WITH KYC REQUIREMENTS
Weighting:
10%
Outputs to deliver this accountability:
- Ensure
accuracy of each new account application, loan document and all other
customer documents. Lead Generators (LGs) are held personally
accountable for accuracy and quality of these and supporting documents
that they complete and submit. - Achieve operational rigour excellence in all aspects of procedures and processes personally undertaken to ensure green audit.
- Follow
the Retail end to end account opening ensuring new accounts are
authorized and KYC compliant. Escalate any items that exceed the agreed
service level time lines or where there are unresolved KYC requirements,
to the Line Manager. - Comply with general NBC operational risk
& rigour requirements e.g. Health & Safety standards and
security of premises, KYC and anti-money laundering regulations.
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ACCOUNTABILITY:
PROVISION OF CUSTOMER SERVICE
Weighting:
5%
Outputs to deliver this accountability:
- Refer
to the appropriate department/ team leader any query for products
outside his/her portfolio or queries within their products. - Advice
customers as soon as new loans are approved and encourage draw-downs on
the new loans and the same should be done for new accounts opened. - Open scheme loan accounts referred by the Scheme Loans Relationship Managers
ACCOUNTABILITY:
CONTRIBUTE TO DEVELOPMENT OF THE TEAM AND PERSONAL DEVELOPMENT
Weighting:
5%
Outputs to deliver this accountability:
- Share knowledge and experience with other Lead Generator in the team.
- Deputize for the Line Manager whenever required.
- Agree annual performance objectives with the Team Leader, including specific sales targets.
- Pursue continued improvement in personal development by participating in development programmes and training
Competencies: (Relating to specialist knowledge and
expertise required to undertake the role. May include knowledge of the
Bank’s products, services and policies)
expertise required to undertake the role. May include knowledge of the
Bank’s products, services and policies)
- Good oral communication
- Networking
- Good selling/influencing skills
- Presentation skills
- Listening skills
- Selling skills
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Qualifications
- Bachelor`s
Degrees and Advanced Diplomas – Business, Commerce and Management
Studies, Digital familiarity (Meets some of the requirements and would
need further development), Experience in a similar environment, Openness
to change (Meets some of the requirements and would need further
development), Product and/or Service Knowledge (Meets all of the
requirements), Sales Management (Meets all of the requirements)
Deadline: 13th August, 2021.
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