ZIMASA TOLOM

a, Sell, promote and marketing banks products and ensure that the following is achieved;

1. Retention of existing clients

2. Acquisition of new clients

3. Reactivation of dormant clients

b, Achieve Sales Target as set by Management

1. Generate Sales leads

2. Request referrals from clients

3. Follow up and make appointments with prospective clients.

4. Keep the client informed at all times with regards to the loan application status.

5. Phone clients for Sales

6. Promote and sell new products as the bank introduce same from time to time.

c, Maintain relationships with internal and external clients.

1. Resolve all clients related issues according Client Query Resolution procedures within set turnaround times and keep clients informed.

2. Explain compliance requirements to clients

3. Maintain professional look and feel of branch( Branch neatness and atmosphere)

Provides financial advice to clients on retirement, planning, investing and protecting against risks.

Selling products and services to new and existing clients

Contract clients regularly to discover changes in their financial status

Building and maintaining client's database

Complete financial needs analysis eith clients which include assets and liabilities, tax status,existing insurance and risk analysis.

• Managing transactions
• Maintain clean and tidy checkout areas
• Handles merchandise returns and exchange