Lead Generator At Geita NBC Branch. 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.
Job Summary
SALES TO RETAIL CUSTOMERS
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.
Job Description
OPERATIONAL RIGOUR AND COMPLIANCE WITH KYC REQUIREMENTS
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.
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)
