Sales Coordinator

Job Description

Sales Coordinator.Injaz – RBG – Loan DST – DXB.Retail Banking Group
 

Job Purpose
– To provide critical sales support to the Direct Sales team to achieve business goals

– Support Managers on delivery of required targets agreed with the business/department head.

– Closely work with CIBG/SME/Other Partners to facilitate Company-based Bulk account opening, Fulfillment and Activation

– Review department submission with an objective to reduce error rate and rework in line with the lean strategy adopted by RBG

– Maintain robust engagement with key stakeholders critical for sales closure, and thus support sales team in achieving the set targets

Key Result Areas
– Pre-screening and Conducting system checks on applications to ensure alignment to process and policy requirements

– Robust MIS and Tracking of all applications & supporting NSM in delivery of MI, critical for internal sales monitoring

– Support sales team in Fulfillment of Pay orders and clearance letters at Other Banks

– Chub management – Safe custody of documents submitted by respective sales officers/Advisors

– Co-ordinate with sales teams and prepare mandatory reports on deferrals, buyouts, mystery shopping or any other ad hoc reports whenever required

– Monitor & follow up with sales staff on CRM leads & ONR

– To co–ordinate with the sales teams on pending issues related to complaints, mis selling or fraud

– Support in reducing error rate in submissions to increase efficiency as per the lean principles

– To promptly manage issues highlighted by sales team related to customers, to avoid complaints

– Handling all office equipment for required maintenance support

– Follow up with Sales staff on mandatory trainings

– Facilitate system accesses for new joiners and access management/asset take over and reconciliation for staff exits

– Working within policies and procedural parameters as per Audit requirements

– Working in coordination with the Admin/HR/Operations team

Knowledge, Skills and Experience
– Graduate with 3-year work experience in a financial institution within Sales management

– Excellent Stakeholder/People management skills.

– Expert knowledge on different Sales Management Techniques.

– Fair knowledge on credit compliance and risk management.

– Knowledge of Sales Operation Procedures and Policies.

– Communication, interpersonal & negotiation skills required; Adept computer skills.

– Adaptable and versatile.