Senior Sales Executive
Citi Bank
Total years of experience :11 years, 6 Months
• Ensure 100% achievement of targets assigned by the management
• Working in multi - products i.e. covered cards personal loans, BTF & Easy cash
• To ensure all applications are checked - KYC vigilance / Original seen.
• Generating new business both in face to face meetings and over the phone.
• Writing up sales reports, activity reports and revenue forecasts.
• Ensure 100% achievement of targets assigned by the management.
• Working in multi - products i.e. covered cards personal loans, BTF & Easy cash.
• Analyzed processes and recommended ways to improve working and updating technologies.
• Cold calling to arrange meetings with potential customers to prospect for new business.
• Generating new business both in face to face meetings and over the phone..
• Ensure proper due diligence (KYC | original seen check) of NTB customers.
• Attaining 150% target every month assigned by the management.
• Selling Covered cards as core product to the perspective customer as per their needs.
• Maintaining relationships with customers in person and via telephone calls and emails.
• Cross Sell Products (Personal Finance | Auto Finance) to NTB and exiting customers.
• Ensure proper due diligence (KYC | original seen check) of NTB customers.
• Worked on Product Covered Cards ensured 100% target each month.
• Ensure proper follow up with customers.
• To ensure all applications are checked - KYC vigilance / Original seen.
• Generating new business both in face to face meetings and over the phone.
• Writing up sales reports, activity reports and revenue forecasts.
• Maintained good working conditions and ensured optimal levels of customer services.
• Worked on Multi-products i.e. CASA, Auto Finance, Banca Insurance & Home Finance.
• Analyzed processes and recommended ways to improve working and updating technologies.
• Ensured all work in compliance to departmental policies and procedures.
• Making and Issuing Term Deposit Receipts.
• Fund Transfer, Pay orders & Remittances.
• Account opening strictly in line with the S.B.P-PRS. On Anti Money Laundering & C.D.D.
• Selling Credit Cards to prospective customers and achieved 100% target every month.
• To work within a team by the following sales process.
• Sales and offer promotion to the Existing Customers via Phone.
• Resolve Pan Pak Customer Complaints.
• To ensure that KYC, AML, Miss-Selling policies are understood and followed at all times.
Completed training & Internship relating fundamental banking practices from IBP (Institute of Bankers of Pakistan).