Relationship officer Deposit Banking

2024-04-24 | Mobilink Microfinance Bank Ltd | Mardan | Khyber Pakhtunkhwa | Pakistan

Perks & Benefits:

Seniority level:
Entry level
Job Description

  • Responsibilities:
  • Responsible for execution of customer acquisition process in order to build a healthy portfolio for liability growth and cross sell targets of the team.
  • Ensure to build up a CALSA / TD customer portfolio within agreed time period.
  • Ensure overall assigned portfolio targets are achieved product wise CALSA / SA / TD on weekly/monthly/quarterly and annual basis.
  • Take onboard Free Lancers / Brand Ambassador to make a deposit mobilization team of 25 head counts for retail deposit marketing.
  • Ensure targeted percentage of portfolio mix i.e. between CASA and Term Deposit is achieved.
  • Achieve fairly priced deposit to support retail deposit growth on the back of multiple accounts.
  • Establish and maintain good relationships with key potential clients, and develop these into successful, ongoing business relationships.
  • Ensure the objectives are met within Bank policies, procedures, strategies and maintain coordination with internal units of the branch.
  • Ensure deposit mobilization and NTB Account Opening run rate on daily basis.
  • Understand the problems and challenges of clients and seek help from RM/BM to better address those needs.
  • Seek opportunities to cross-sell or upsell to existing clients.
  • Monitor and assess the activities of our competitors to proactively satisfy and retain MMBL clients.
  • Provide excellent service to maintain a positive reputation for the business.
  • Resolve any customer complaints promptly and professionally.
  • Any task/ assignment assigned by Line Manager to be completed in efficient and effective manner.
  • Requirement:
  • Responsible for execution of customer acquisition process in order to build a healthy portfolio for liability growth and cross sell targets of the team.
  • Ensure to build up a CALSA / TD customer portfolio within agreed time period.
  • Ensure overall assigned portfolio targets are achieved product wise CALSA / SA / TD on weekly/monthly/quarterly and annual basis.
  • Take onboard Free Lancers / Brand Ambassador to make a deposit mobilization team of 25 head counts for retail deposit marketing.
  • Ensure targeted percentage of portfolio mix i.e. between CASA and Term Deposit is achieved.
  • Achieve fairly priced deposit to support retail deposit growth on the back of multiple accounts.
  • Establish and maintain good relationships with key potential clients, and develop these into successful, ongoing business relationships.
  • Ensure the objectives are met within Bank policies, procedures, strategies and maintain coordination with internal units of the branch.
  • Ensure deposit mobilization and NTB Account Opening run rate on daily basis.
  • Understand the problems and challenges of clients and seek help from RM/BM to better address those needs.
  • Seek opportunities to cross-sell or upsell to existing clients.
  • Monitor and assess the activities of our competitors to proactively satisfy and retain MMBL clients.
  • Provide excellent service to maintain a positive reputation for the business.
  • Resolve any customer complaints promptly and professionally.
  • Any task/ assignment assigned by Line Manager to be completed in efficient and effective manner.
  • Essential Skills:
  • Skilled in direct sales
  • Understanding of Customer behavior and distribution
  • Ability to work under pressure
  • Presentation skills
  • Customer focused
  • Socialization ability
  • Proficient in MS office
  • Self-motivated & career oriented
  • Ability to work in a team
  • Ability to work under pressure
  • Desired Skills: Knowledge of MMBL's products/processes and policies.
  • Understanding of compliance and regulatory requirements for each of the products.

Job Specifications

  • Academic Qualification: Master
  • Area of Specialization: Marketing/Finance
  • Computer Proficiency: Proficiency in MS Office & other banking applications.
  • Sound communication and interpersonal skills.
  • Other Details/Skills:
  • Ability to work under pressure
  • Good presentation & personality.

Job Locations:

  • Mardan Branch

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