Sales & Service Center Officer
STANDARD CHARTERED BANK KENYA
Total years of experience :3 years, 5 Months
• Handling 50+ customer interactions per day, giving detailed, personalized, personalized, friendly, and polite service to ensure customer retention and satisfaction.
• Acquiring 20+ new to bank clients monthly and increased product per customer ratio for existing to bank clients from 2 to 4 by providing solutions on a wide range of financial matters including retirement planning, estate planning, asset allocation and foreign exchange
• Providing advice on potential financial planning solutions based on client's needs.
• Engaging assigned portfolio of 300 customers generating a revenue of $10, 000 per month increasing customers' value and profitability, deepening their existing relationship, uncovering their needs, by providing them with the appropriate products & services exceeding my annual sales target by 784%
• Interacted with 10+ SMEs & Corporate clients weekly to gather deal requirements, financial statements, and other inputs for performing quality analysis and due diligence leading to the Asset book growth by 15% Monthly.
• Acquired and trained 20+ clients on online banking channels improving overall sales targets by 24% while maintaining 86% in portfolio management by working with RM/TL /product partners and structuring credit solutions for them while ensuring the appropriateness of the products.
• Recommended 3 credit application weekly for approval after reviewing and analyzing business credibility including company financials, company management and all risks affecting a company.
Grade: Upper 2nd Class Honors