Source prospective clients for secured lending products through business alliances such as lawyers, insurance agents, real estate agents and any other partner-in-sales.
Collaborate with branches to improve referrals and cross‑sales activities.
Ensure adherence to responsible selling guidelines and structure proposed solutions that meet clients’ financial needs.
Ensure accurate and timely completion of end‑to‑end application process.
Submit sales/pipeline management reports.
Deliver excellent customer service and achieve satisfactory net promoter score.
Keep abreast of updated product information, market changes and provide market intelligence and customer feedback to management for appropriate action.
Compliance & Standards
Ensure self‑compliance with Alliance Bank’s policies and procedures, sales compliance, KYC, AMLA guidelines, 3rd‑party confidentiality...