Lead Generator

Absa Bank Limited

Full Time
Posted 7 months ago

Position: Lead Generator

Employment Type: Full Time

Qualifications: BA/BSc/HND

Experience: As specified

Location: Nairobi

Job Field: Sales / Marketing / Retail / Business Development

Job Summary:

Achieve predefined targets aligned with the company’s objectives through proactive sales of all the bank’s products and the provision of exceptional customer service.

Job Description:

Sales to Retail Customers (Time Split: 60%)

  • Attain outstanding sales performance by identifying and addressing customer needs through the effective sale and cross-selling of all Absa Bank Retail products and services.
  • Provide hands-on sales support, including quality lead generation and efficient follow-up, to generate and convert high-quality leads into sales.
  • Actively participate in specific product campaigns by ensuring comprehensive product explanations to customers.
  • Agree upon, meet, and exceed targets for specific sales campaigns.
  • Maintain personal sales performance statistics for management reference.
  • Take ownership of personal product and channel sales targets to contribute to direct sales objectives and targets.
  • Refer customers to the appropriate department for specialist product assistance or advice when uncertain about product delivery or application processes and respond directly to the customer.
  • Complete account opening documentation together with customers and submit it to the Line Manager for review before forwarding it to operations for processing.
  • When selling loans to Retail customers, perform financial analysis and review customer account statements. If customers do not meet the minimum criteria, advise the customer verbally or in writing, as per the customer’s preference, and report such denials to the Line Manager on a daily basis.
  • Contact customers once their accounts have been opened and provide them with contact information for the branch where their account is held.

Customer Service (Time Split: 15%)

  • Take ownership of customer queries and complaints related to account opening, loans, and card applications, and resolve them in a timely manner. Escalate any unresolved queries or those not resolved within a short period to the Line Manager.
  • Cultivate relationships with internal service providers (Operations and the KYC Helpdesk) to ensure the swift resolution of escalated queries and complaints.
  • Notify customers as soon as new loans are approved and encourage draw-downs on the new loans.
  • Open scheme loan accounts referred by the Scheme Loans Relationship Managers.

Operational Rigor, Compliance, and Controls (Time Split: 15%)

  • Ensure that all activities and duties are carried out in full compliance with regulatory requirements, the Enterprise-Wide Risk Management Framework, and internal Absa Policies and Policy Standards. Understand and manage risks and risk events (incidents) relevant to the role.
  • Ensure the accuracy of each new account application, loan document, Barclaycard application, and all other customer documents. Lead Generators (LGs) are personally responsible for the accuracy and quality of these and supporting documents that they complete and submit.
  • Achieve operational rigor excellence in all aspects of procedures and processes personally undertaken to ensure a green audit.
  • Follow the Retail end-to-end account opening process, ensuring that new accounts are authorized and KYC compliant. Escalate any items that exceed the agreed service level timelines or where there are unresolved KYC requirements to the Line Manager.
  • Comply with general Absa operational risk and rigor requirements, including Health and Safety standards and premises security, KYC, and anti-money laundering regulations.

Contribution to Team Development and Personal Development (Time Split: 10%)

  • Share knowledge and experience with other Lead Generators in the team.
  • Provide cover for other Lead Generators in case of excessive workload or absence.
  • Act as a deputy for the Line Manager when required.
  • Collaborate with the Sales Manager to agree on annual performance objectives, including specific sales targets.
  • Pursue continuous improvement in personal development by participating in development programs and training.

To apply, please visit Absa Bank Limited careers website.

Job Features

Job CategorySales / Marketing / Retail / Business Development

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